Patriot Financial Group Insurance Agency, LLC Ishares Tr Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 29, 2022	SELL	$79.16 - $92.57 $3,878 - $4,535	-49 Closed	0 $0
Q2 2020 Jul 10, 2020	BUY	$46.06 - $62.44 $2,256 - $3,059	49 New	49 $3,000

Others Institutions Holding IAK

# of Institutions

155

Shares Held

3.74M

Call Options Held

200

Put Options Held

Morgan Stanley New York, NY

428K
Shares

$53.8 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

249K
Shares

$31.3 Million
0.01% of portfolio
Mml Investors Services, LLC Springfield, MA

219K
Shares

$27.5 Million
0.1% of portfolio
Spc Financial, Inc.

167K
Shares

$21 Million
1.91% of portfolio
Lpl Financial LLC Fort Mill, SC

167K
Shares

$21 Million
0.01% of portfolio

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