Patriot Financial Group Insurance Agency, LLC Ishares Tr Self Driving Ev & T Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 11, 2022	SELL	$41.19 - $56.08 $13,757 - $18,730	-334 Reduced 11.51%	2,569 $119,000
Q4 2021 Jan 10, 2022	SELL	$47.49 - $56.56 $3,609 - $4,298	-76 Reduced 2.55%	2,903 $157,000
Q1 2021 Apr 29, 2021	BUY	$43.41 - $47.72 $129,318 - $142,157	2,979 New	2,979 $137,000

Others Institutions Holding IDRV

# of Institutions

Shares Held

1.61M

Call Options Held

Put Options Held

Pnc Financial Services Group, Inc. Pittsburgh, PA

467K
Shares

$14.2 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

154K
Shares

$4.68 Million
0.0% of portfolio
Cx Institutional

139K
Shares

$4.22 Million
0.2% of portfolio
Morgan Stanley New York, NY

119K
Shares

$3.62 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

78.7K
Shares

$2.39 Million
0.0% of portfolio

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