Patriot Financial Group Insurance Agency, LLC Ishares U S ETF Tr 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
Q2 2020 Jul 10, 2020	SELL	$27.78 - $38.51 $0 - $0	0 Closed	0 $0
Q1 2020 Apr 15, 2020	BUY	$25.7 - $36.75 $0 - $0	0 New	0 $0

Others Institutions Holding IETC

# of Institutions

Shares Held

1.55M

Call Options Held

Put Options Held

Kozak & Associates, Inc. Highlands Ranch, CO

675K
Shares

$55.5 Million
12.78% of portfolio
Mirae Asset Global Investments Co., Ltd.

233K
Shares

$19.2 Million
0.08% of portfolio
Mml Investors Services, LLC Springfield, MA

92.3K
Shares

$7.59 Million
0.03% of portfolio
Raymond James & Associates St Petersburg, FL

73.4K
Shares

$6.04 Million
0.0% of portfolio
Truist Financial Corp

68.8K
Shares

$5.66 Million
0.01% of portfolio

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