A detailed history of Patten & Patten Inc transactions in Ishares Tr stock. As of the latest transaction made, Patten & Patten Inc holds 20,455 shares of IEZ stock, worth $423,418. This represents 0.02% of its overall portfolio holdings.

Number of Shares
20,455
Previous 31,720 35.51%
Holding current value
$423,418
Previous $538,000 26.77%
% of portfolio
0.02%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025

SELL
$17.13 - $19.92 $192,969 - $224,398
-11,265 Reduced 35.51%
20,455 $394,000
Q2 2025

Jul 28, 2025

SELL
$14.77 - $19.84 $25,478 - $34,224
-1,725 Reduced 5.16%
31,720 $538,000
Q1 2025

May 07, 2025

BUY
$18.42 - $22.2 $230,802 - $278,166
12,530 Added 59.91%
33,445 $652,000
Q4 2024

Feb 10, 2025

BUY
$18.93 - $22.09 $395,920 - $462,012
20,915 New
20,915 $414,000

Others Institutions Holding IEZ

About ISHARES TR


  • Ticker IEZ
  • Sector ETFs
  • Industry ETFs
More about IEZ
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