iShares S&P 500 Index shares owned by Patton Albertson & Miller
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Patton Albertson & Miller
from 13F filings
Historical chart of Patton Albertson & Miller investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Patton Albertson & Miller
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $9.6M | 18k | 525.74 |
| 2023-12-31 | $11M | 22k | 477.64 |
| 2023-09-30 | $6.0M | 14k | 429.44 |
| 2023-06-30 | $5.8M | 13k | 445.70 |
| 2023-03-31 | $8.5M | 21k | 411.08 |
| 2022-12-31 | $14M | 37k | 384.21 |
| 2022-09-30 | $1.1M | 3.0k | 358.58 |
| 2022-06-30 | $1.3M | 3.5k | 379.21 |
| 2022-03-31 | $2.9M | 6.3k | 453.77 |
| 2021-12-31 | $5.4M | 11k | 476.99 |
| 2021-09-30 | $956k | 2.2k | 431.02 |
| 2021-06-30 | $947k | 2.2k | 429.87 |
| 2021-03-31 | $903k | 2.3k | 397.62 |
| 2020-12-31 | $930k | 2.4k | 393.90 |
| 2020-09-30 | $813k | 2.4k | 336.09 |
| 2020-06-30 | $788k | 2.5k | 309.75 |
| 2020-03-31 | $694k | 2.7k | 258.28 |
| 2019-12-31 | $773k | 2.4k | 323.16 |
| 2019-09-30 | $713k | 2.4k | 298.33 |
| 2019-06-30 | $739k | 2.5k | 293.37 |
| 2019-03-31 | $576k | 2.0k | 284.58 |
| 2018-12-31 | $608k | 2.2k | 272.04 |
| 2018-09-30 | $444k | 1.7k | 267.15 |
| 2018-06-30 | $459k | 1.7k | 272.89 |
| 2018-03-31 | $862k | 3.2k | 265.31 |
| 2017-12-31 | $2.8M | 11k | 268.86 |
| 2017-09-30 | $1.0M | 4.0k | 256.35 |
| 2017-06-30 | $776k | 3.1k | 249.04 |
| 2017-03-31 | $765k | 3.2k | 241.10 |
| 2016-12-31 | $564k | 2.5k | 224.79 |
| 2016-09-30 | $604k | 2.8k | 217.34 |
| 2016-06-30 | $1.2M | 5.5k | 210.50 |
| 2016-03-31 | $2.4M | 12k | 206.68 |
| 2015-12-31 | $2.0M | 9.5k | 204.91 |
| 2015-09-30 | $2.0M | 10k | 192.58 |
| 2015-06-30 | $2.4M | 12k | 207.22 |
| 2015-03-31 | $2.2M | 11k | 207.84 |