Patten & Patten Inc Ishares Tr Transaction History

Patten & Patten Inc

  • $1.46 Billion
  • Q2 2025

A detailed history of Patten & Patten Inc transactions in Ishares Tr stock. As of the latest transaction made, Patten & Patten Inc holds 2,203 shares of IYR stock, worth $212,809. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,203
Previous 2,205 0.09%
Holding current value
$212,809
Previous $211,000 1.42%
% of portfolio
0.01%
Previous 0.01%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
SELL
$84.48 - $96.25 $168 - $192
-2 Reduced 0.09%
2,203 $208,000
Q1 2025

May 07, 2025
BUY
$89.49 - $98.98 $197,325 - $218,250
2,205 New
2,205 $211,000
Q3 2024

Nov 04, 2024
BUY
$86.93 - $103.61 $177,337 - $211,364
2,040 New
2,040 $207,000
Q2 2022

Aug 02, 2022
BUY
$86.95 - $112.38 $19,650 - $25,397
226 Added 11.32%
2,223 $204,000
Q3 2021

Oct 22, 2021
SELL
$102.34 - $111.27 $5,117 - $5,563
-50 Reduced 2.44%
1,997 $204,000
Q2 2021

Jul 13, 2021
SELL
$93.58 - $104.97 $44,450 - $49,860
-475 Reduced 18.83%
2,047 $209,000
Q1 2021

Apr 23, 2021
SELL
$82.27 - $92.74 $11,106 - $12,519
-135 Reduced 5.08%
2,522 $232,000
Q2 2020

Jul 21, 2020
BUY
$64.24 - $86.82 $170,685 - $230,680
2,657 New
2,657 $209,000
Q1 2020

Apr 16, 2020
SELL
$57.84 - $100.28 $181,270 - $314,277
-3,134 Closed
0 $0
Q4 2019

Jan 13, 2020
SELL
$89.52 - $95.36 $1,969 - $2,097
-22 Reduced 0.7%
3,134 $292,000
Q3 2019

Oct 15, 2019
BUY
$91.54 - $93.76 $4,668 - $4,781
51 Added 1.64%
3,156 $295,000
Q2 2019

Jul 11, 2019
BUY
N/A
185 Added 6.34%
3,105 $271,000
Q4 2018

Jan 17, 2019
SELL
N/A
-140 Reduced 4.58%
2,920 $219,000
Q3 2018

Oct 17, 2018
SELL
N/A
-1,000 Reduced 24.63%
3,060 $245,000
Q1 2018

Apr 20, 2018
SELL
N/A
-200 Reduced 4.69%
4,060 $306,000
Q4 2017

Jan 22, 2018
SELL
N/A
-350 Reduced 7.59%
4,260 $345,000
Q3 2017

Oct 12, 2017
BUY
N/A
4,610
4,610 $368,000

Others Institutions Holding IYR

# of Institutions
582
Shares Held
49.3M
Call Options Held
7.48M
Put Options Held
5.48M
View Full List

About ISHARES TR

IYR Quotes by TradingView
  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
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.

Choose your preferred platform and Sign Up 👇 Telegram Email