Patriot Financial Group Insurance Agency, LLC Ishares Tr Us Broker Dealers & Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	BUY	$81.32 - $99.97 $2,846 - $3,498	35 Added 116.67%	65 $5,000
Q1 2022 May 11, 2022	BUY	$94.42 - $114.54 $2,832 - $3,436	30 New	30 $3,000
Q2 2019 Aug 07, 2019	SELL	$60.17 - $64.18 $541 - $577	-9 Closed	0 $0
Q3 2018 Oct 30, 2018	BUY	$62.23 - $67.19 $560 - $604	9 New	9 $1,000

Others Institutions Holding IAI

# of Institutions

161

Shares Held

9.03M

Call Options Held

5.4K

Put Options Held

300

Envestnet Asset Management Inc

1.26M
Shares

$184 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

1.17M
Shares

$172 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

880K
Shares

$129 Million
0.07% of portfolio
Janney Montgomery Scott LLC

822K
Shares

$121 Million
0.29% of portfolio
Truist Financial Corp

783K
Shares

$115 Million
0.16% of portfolio

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