Patten & Patten Inc Ishares Tr Transaction History

Patten & Patten Inc

$1.6 Billion
Q3 2025

A detailed history of Patten & Patten Inc transactions in Ishares Tr stock. As of the latest transaction made, Patten & Patten Inc holds 4,136 shares of IYJ stock, worth $597,734. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,136

Holding current value

$597,734

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 31, 2025	BUY	$142.42 - $148.18 $589,049 - $612,872	4,136 New	4,136 $603,000

Others Institutions Holding IYJ

# of Institutions

349

Shares Held

8.1M

Call Options Held

9.2K

Put Options Held

2.8K

Laurel Wealth Advisors LLC Charlotte, NC

1.76M
Shares

$255 Million
0.18% of portfolio
Morgan Stanley New York, NY

837K
Shares

$121 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

616K
Shares

$89.1 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

437K
Shares

$63.2 Million
0.01% of portfolio
Pgim Custom Harvest LLC Newark, NJ

341K
Shares

$49.3 Million
1.01% of portfolio

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About ISHARES TR

Ticker IYJ
Sector ETFs
Industry ETFs

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