Patriot Financial Group Insurance Agency, LLC Ishares Tr U S Utils ETF Transaction History

Patriot Financial Group Insurance Agency, LLC

$621 Million
Q1 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

229

Shares Held

4.42M

Call Options Held

4.4K

Put Options Held

Destination Wealth Management

653K
Shares

$59.7 Million
1.85% of portfolio
Morgan Stanley New York, NY

535K
Shares

$48.9 Million
0.0% of portfolio
Pgim Custom Harvest LLC Newark, NJ

454K
Shares

$41.6 Million
0.96% of portfolio
Bank Of America Corp Charlotte, NC

379K
Shares

$34.7 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

161K
Shares

$14.7 Million
0.01% of portfolio

View Full List

About ISHARES TR U S UTILS ETF

Ticker IDU
Sector ETFs
Industry ETFs

More about IDU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Patriot Financial Group Insurance Agency, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Patriot Financial Group Insurance Agency, LLC with notifications on news.

Account