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 16,322 shares of SHV stock, worth $1.8 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

16,322

Holding current value

$1.8 Million

% of portfolio

0.11%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 31, 2025	BUY	$110.06 - $110.49 $1.8 Million - $1.8 Million	16,322 New	16,322 $1.8 Million
Q1 2024 May 10, 2024	BUY	$110.11 - $110.57 $233,983 - $234,961	2,125 New	2,125 $234,000

Others Institutions Holding SHV

# of Institutions

782

Shares Held

101M

Call Options Held

Put Options Held

Milliman Financial Risk Management LLC Chicago, IL

18.2M
Shares

$2.01 Billion
31.24% of portfolio
Black Rock Inc. New York, NY

7.58M
Shares

$836 Million
0.02% of portfolio
Morgan Stanley New York, NY

5.97M
Shares

$659 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

5.5M
Shares

$607 Million
0.12% of portfolio
Bank Of America Corp Charlotte, NC

3.2M
Shares

$352 Million
0.02% of portfolio

View Full List

About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

More about SHV

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