Patten & Patten Inc Ishares Msci Usa Min Vol Facto Transaction History

Patten & Patten Inc

  • $1.6 Billion
  • Q3 2025

A detailed history of Patten & Patten Inc transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Patten & Patten Inc holds 6,772 shares of USMV stock, worth $637,922. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,772
Previous 2,159 213.66%
Holding current value
$637,922
Previous $202,000 218.81%
% of portfolio
0.04%
Previous 0.01%

Shares

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

Oct 31, 2025
BUY
$92.18 - $95.14 $425,226 - $438,880
4,613 Added 213.66%
6,772 $644,000
Q2 2025

Jul 28, 2025
SELL
$85.42 - $94.39 $8,542 - $9,439
-100 Reduced 4.43%
2,159 $202,000
Q4 2024

Feb 10, 2025
SELL
$88.59 - $94.57 $5,403 - $5,768
-61 Reduced 2.63%
2,259 $200,000
Q3 2024

Nov 04, 2024
SELL
$83.76 - $91.82 $33,504 - $36,728
-400 Reduced 14.71%
2,320 $211,000
Q2 2024

Aug 13, 2024
SELL
$79.92 - $84.63 $39,960 - $42,315
-500 Reduced 15.53%
2,720 $228,000
Q3 2023

Oct 27, 2023
SELL
$72.38 - $76.06 $12,666 - $13,310
-175 Reduced 5.15%
3,220 $233,000
Q2 2023

Jul 14, 2023
SELL
$71.44 - $74.33 $38,434 - $39,989
-538 Reduced 13.68%
3,395 $252,000
Q4 2022

Feb 01, 2023
SELL
$65.75 - $75.5 $2,301 - $2,642
-35 Reduced 0.88%
3,933 $284,000
Q2 2022

Aug 02, 2022
SELL
$66.73 - $79.1 $1,668 - $1,977
-25 Reduced 0.63%
3,968 $279,000
Q1 2022

Apr 25, 2022
SELL
$71.88 - $80.4 $351,708 - $393,397
-4,893 Reduced 55.06%
3,993 $310,000
Q3 2021

Oct 22, 2021
BUY
$73.5 - $78.28 $3,013 - $3,209
41 Added 0.46%
8,886 $653,000
Q2 2021

Jul 13, 2021
BUY
$69.72 - $73.7 $26,702 - $28,227
383 Added 4.53%
8,845 $651,000
Q1 2021

Apr 23, 2021
SELL
$65.18 - $69.88 $6,518 - $6,988
-100 Reduced 1.17%
8,462 $585,000
Q4 2020

Jan 19, 2021
BUY
$61.66 - $67.88 $70,909 - $78,062
1,150 Added 15.52%
8,562 $581,000
Q3 2020

Oct 08, 2020
SELL
$60.74 - $66.36 $6,074 - $6,636
-100 Reduced 1.33%
7,412 $472,000
Q4 2019

Jan 13, 2020
SELL
$62.68 - $65.67 $1,567 - $1,641
-25 Reduced 0.33%
7,512 $493,000
Q3 2019

Oct 15, 2019
SELL
$61.12 - $64.69 $30,560 - $32,345
-500 Reduced 6.22%
7,537 $483,000
Q2 2019

Jul 11, 2019
SELL
$58.77 - $62.47 $250,947 - $266,746
-4,270 Reduced 34.7%
8,037 $496,000
Q4 2018

Jan 17, 2019
BUY
$49.77 - $57.05 $612,519 - $702,114
12,307 New
12,307 $645,000

Others Institutions Holding USMV

# of Institutions
1,484
Shares Held
198M
Call Options Held
32.7K
Put Options Held
95.2K
View Full List

About ISHARES MSCI USA MIN VOL FACTO

USMV Quotes by TradingView
  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
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