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Ishares Tr usa min vo shares owned by Patten

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Patten from 13F filings

Historical chart of Patten investment in Ishares Tr usa min vo

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr usa min vo held by Patten consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr usa min vo by Patten

Quarter filed Position value Share count Share price at filing
2024-09-30 $588k 6.4k 91.31
2024-06-30 $541k 6.4k 83.96
2024-03-31 $540k 6.5k 83.58
2023-12-31 $500k 6.4k 78.03
2023-09-30 $452k 6.2k 72.38
2023-06-30 $474k 6.4k 74.33
2023-03-31 $442k 6.1k 72.74
2022-12-31 $438k 6.1k 72.10
2022-09-30 $416k 6.3k 66.27
2022-06-30 $441k 6.2k 71.56
2022-03-31 $476k 6.1k 77.55
2021-12-31 $497k 6.1k 80.97
2021-09-30 $495k 6.7k 73.52
2021-06-30 $516k 7.0k 73.57
2021-03-31 $632k 9.1k 69.21
2020-12-31 $675k 9.9k 67.90
2020-09-30 $672k 11k 63.69
2020-06-30 $537k 8.8k 60.68
2020-03-31 $370k 6.9k 53.97
2019-12-31 $539k 8.2k 65.56
2019-09-30 $530k 8.3k 64.08
2019-06-30 $507k 8.2k 61.75
2019-03-31 $436k 7.4k 58.76
2018-12-31 $4.0k 75 53.33
2018-09-30 $11k 195 56.41
2018-06-30 $10k 195 51.28
2018-03-31 $10k 195 51.28
2017-12-31 $10k 195 51.28
2017-09-30 $10k 24 416.67
2017-06-30 $10k 195 51.28
2017-03-31 $9.0k 195 46.15
2016-12-31 $9.0k 195 46.15
2016-09-30 $8.7k 195 44.47
2016-06-30 $36k 785 46.21
2016-03-31 $33k 740 43.93