A detailed history of Patten & Patten Inc transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Patten & Patten Inc holds 1,342 shares of IWD stock, worth $241,345. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,342
Previous 1,341 0.07%
Holding current value
$241,345
Previous $221,000 8.6%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024

BUY
$161.84 - $179.11 $161 - $179
1 Added 0.07%
1,342 $240,000
Q4 2023

Jan 23, 2024

BUY
$143.69 - $165.7 $431 - $497
3 Added 0.22%
1,341 $221,000
Q2 2023

Jul 14, 2023

BUY
$148.55 - $157.83 $198,759 - $211,176
1,338 New
1,338 $211,000

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track Patten & Patten Inc Portfolio

Follow Patten & Patten Inc and customize your updates to receive the information that matters most to you.

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.