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

114

Shares Held

6.53M

Call Options Held

Put Options Held

Betterment LLC New York, NY

1.22M
Shares

$56.6 Million
0.14% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

955K
Shares

$44.5 Million
0.16% of portfolio
Personal Capital Advisors Corp

906K
Shares

$42.2 Million
0.2% of portfolio
Envestnet Asset Management Inc

591K
Shares

$27.5 Million
0.01% of portfolio
Mercer Global Advisors Inc Denver, CO

527K
Shares

$24.5 Million
0.06% of portfolio

View Full List

About ISHARES TRUST ISHARES USD GRE

Ticker BGRN
Sector ETFs
Industry ETFs

More about BGRN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Patriot Financial Group Insurance Agency, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Patriot Financial Group Insurance Agency, LLC with notifications on news.

Account