Patriot Financial Group Insurance Agency, LLC Ishares Tr North Amern Nat Res Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 24, 2021	SELL	$26.9 - $30.8 $169,470 - $194,040	-6,300 Reduced 90.09%	693 $20,000
Q2 2021 Jul 30, 2021	BUY	$27.57 - $31.86 $173,691 - $200,718	6,300 Added 909.09%	6,993 $21,000
Q2 2019 Aug 07, 2019	BUY	N/A	693 New	693 $21,000
Q2 2018 Aug 14, 2018	SELL	N/A	-238 Closed	0 $0
Q4 2017 Feb 14, 2018	SELL	N/A	-75 Reduced 23.96%	238 $9,000
Q2 2017 Aug 08, 2017	BUY	N/A	313	313 $10,000

Others Institutions Holding IGE

# of Institutions

146

Shares Held

6.87M

Call Options Held

300

Put Options Held

100

Arkansas Financial Group, Inc.

887K
Shares

$37.6 Million
6.05% of portfolio
Morgan Stanley New York, NY

847K
Shares

$35.9 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

722K
Shares

$30.6 Million
0.0% of portfolio
Family Firm, Inc.

495K
Shares

$21 Million
2.34% of portfolio
Envestnet Asset Management Inc

422K
Shares

$17.9 Million
0.01% of portfolio

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