Patriot Financial Group Insurance Agency, LLC Ishares Trust Ishares Usd Gre Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	BUY	$46.75 - $50.46 $93 - $100	2 Added 0.88%	228 $11,000
Q1 2022 May 11, 2022	SELL	$49.9 - $54.04 $1,746 - $1,891	-35 Reduced 13.41%	226 $11,000
Q4 2021 Jan 10, 2022	BUY	$54.2 - $55.52 $54 - $55	1 Added 0.38%	261 $14,000
Q3 2021 Nov 24, 2021	BUY	$54.75 - $56.03 $9,581 - $9,805	175 Added 205.88%	260 $14,000
Q2 2021 Jul 30, 2021	BUY	$53.99 - $54.92 $4,589 - $4,668	85 New	85 $5,000

Others Institutions Holding BGRN

# of Institutions

119

Shares Held

6.42M

Call Options Held

Put Options Held

Betterment LLC New York, NY

1.18M
Shares

$55.6 Million
0.14% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

955K
Shares

$44.8 Million
0.16% of portfolio
Personal Capital Advisors Corp

906K
Shares

$42.6 Million
0.2% of portfolio
Envestnet Asset Management Inc

591K
Shares

$27.8 Million
0.01% of portfolio
Mercer Global Advisors Inc Denver, CO

422K
Shares

$19.8 Million
0.05% of portfolio

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