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

276

Shares Held

7.34M

Call Options Held

Put Options Held

Destination Wealth Management

643K
Shares

$64.2 Million
1.89% of portfolio
Morgan Stanley New York, NY

568K
Shares

$56.7 Million
0.0% of portfolio
Pgim Custom Harvest LLC Newark, NJ

447K
Shares

$44.7 Million
0.89% of portfolio
Fil LTD Hamilton, D0

420K
Shares

$41.9 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

389K
Shares

$38.9 Million
0.0% of portfolio

View Full List

About ISHARES TR U S UTILS ETF

Ticker IDU
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