Ishares Tr usa min vo shares owned by Patten & Patten
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Patten & Patten
from 13F filings
Historical chart of Patten & Patten investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Patten & Patten
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $201k | 2.3k | 88.79 |
| 2024-09-30 | $212k | 2.3k | 91.31 |
| 2024-06-30 | $228k | 2.7k | 83.96 |
| 2024-03-31 | $269k | 3.2k | 83.58 |
| 2023-12-31 | $251k | 3.2k | 78.03 |
| 2023-09-30 | $233k | 3.2k | 72.38 |
| 2023-06-30 | $252k | 3.4k | 74.33 |
| 2023-03-31 | $286k | 3.9k | 72.74 |
| 2022-12-31 | $284k | 3.9k | 72.21 |
| 2022-09-30 | $262k | 4.0k | 66.03 |
| 2022-06-30 | $279k | 4.0k | 70.31 |
| 2022-03-31 | $310k | 4.0k | 77.64 |
| 2021-12-31 | $719k | 8.9k | 80.91 |
| 2021-09-30 | $653k | 8.9k | 73.49 |
| 2021-06-30 | $651k | 8.8k | 73.60 |
| 2021-03-31 | $585k | 8.5k | 69.13 |
| 2020-12-31 | $581k | 8.6k | 67.86 |
| 2020-09-30 | $472k | 7.4k | 63.68 |
| 2020-06-30 | $455k | 7.5k | 60.57 |
| 2020-03-31 | $406k | 7.5k | 54.05 |
| 2019-12-31 | $493k | 7.5k | 65.63 |
| 2019-09-30 | $483k | 7.5k | 64.08 |
| 2019-06-30 | $496k | 8.0k | 61.71 |
| 2019-03-31 | $724k | 12k | 58.83 |
| 2018-12-31 | $645k | 12k | 52.41 |