Patten & Patten Inc Ishares Tr Russell 200 ETF Transaction History

Patten & Patten Inc

$1.6 Billion
Q3 2025

A detailed history of Patten & Patten Inc transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Patten & Patten Inc holds 9,909 shares of IWL stock, worth $1.67 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

9,909

Holding current value

$1.67 Million

% of portfolio

0.1%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 31, 2025	BUY	$152.78 - $166.59 $1.51 Million - $1.65 Million	9,909 New	9,909 $1.65 Million

Others Institutions Holding IWL

# of Institutions

221

Shares Held

8.34M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

683K
Shares

$115 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

622K
Shares

$105 Million
0.01% of portfolio
Tompkins Financial Corp

553K
Shares

$93 Million
7.86% of portfolio
Gilbert & Cook, Inc.

516K
Shares

$86.7 Million
11.2% of portfolio
Richmond Investment Services, LLC Mequon, WI

386K
Shares

$64.9 Million
11.93% of portfolio

View Full List

About ISHARES TR RUSSELL 200 ETF

Ticker IWL
Sector ETFs
Industry ETFs

More about IWL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Patten & Patten Inc, based on Form 13F filings with the SEC.

News

Stay updated on Patten & Patten Inc with notifications on news.

Account

Patten & Patten Inc Ishares Tr Russell 200 ETF Transaction History