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 5,107 shares of IYY stock, worth $833,922. This represents 0.05% of its overall portfolio holdings.

Number of Shares

5,107

Holding current value

$833,922

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 31, 2025	BUY	$150.75 - $162.82 $769,880 - $831,521	5,107 New	5,107 $829,000

Others Institutions Holding IYY

# of Institutions

292

Shares Held

3.74M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

453K
Shares

$74 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

334K
Shares

$54.6 Million
0.02% of portfolio
Sharp Financial Services, LLC Horsham, PA

166K
Shares

$27.1 Million
14.68% of portfolio
Savant Capital, LLC

155K
Shares

$25.4 Million
0.14% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

145K
Shares

$23.6 Million
0.01% of portfolio

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About ISHARES TR

Ticker IYY
Sector ETFs
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