Patriot Financial Group Insurance Agency, LLC Ishares Tr U S Utils ETF 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
Q4 2020 Jan 15, 2021	BUY	$73.61 - $82.19 $15,458 - $17,259	210 Added 100.0%	420 $33,000
Q3 2019 Oct 25, 2019	BUY	$74.74 - $81.66 $15,695 - $17,148	210 New	210 $34,000

Others Institutions Holding IDU

# of Institutions

283

Shares Held

7.81M

Call Options Held

Put Options Held

Hsbc Holdings PLC London, X0

1.04M
Shares

$101 Million
0.06% of portfolio
Destination Wealth Management

637K
Shares

$61.9 Million
2.04% of portfolio
Morgan Stanley New York, NY

582K
Shares

$56.6 Million
0.0% of portfolio
Pgim Custom Harvest LLC Newark, NJ

457K
Shares

$44.4 Million
0.95% of portfolio
Fil LTD Hamilton, D0

420K
Shares

$40.8 Million
0.04% of portfolio

View Full List

About ISHARES TR U S UTILS ETF

Ticker IDU
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