Patriot Financial Group Insurance Agency, LLC Ishares Tr Transaction History

Patriot Financial Group Insurance Agency, LLC

$621 Million
Q1 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	BUY	$57.32 - $74.48 $745 - $968	13 New	13 $1,000
Q2 2020 Jul 10, 2020	SELL	$42.79 - $55.37 $4,279 - $5,537	-100 Closed	0 $0
Q1 2020 Apr 15, 2020	BUY	$37.65 - $62.99 $3,765 - $6,299	100 New	100 $9,000
Q2 2018 Aug 14, 2018	SELL	$45.42 - $49.94 $1,816 - $1,997	-40 Closed	0 $0
Q2 2017 Aug 08, 2017	BUY	N/A	40	40 $4,000

Others Institutions Holding ICF

# of Institutions

358

Shares Held

22M

Call Options Held

7.5K

Put Options Held

700

Northwestern Mutual Wealth Management CO

1.93M
Shares

$110 Million
0.11% of portfolio
Morgan Stanley New York, NY

1.56M
Shares

$88.9 Million
0.01% of portfolio
Jpmorgan Chase & CO New York, NY

1.55M
Shares

$88.4 Million
0.01% of portfolio
Black Rock Inc. New York, NY

1.47M
Shares

$83.7 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

989K
Shares

$56.3 Million
0.01% of portfolio

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