Patriot Financial Group Insurance Agency, LLC Ishares Tr Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2019 Jan 22, 2020	SELL	$158.57 - $201.6 $43,289 - $55,036	-273 Closed	0 $0
Q2 2018 Aug 14, 2018	SELL	$155.72 - $182.65 $12,457 - $14,612	-80 Reduced 22.66%	273 $48,000
Q2 2017 Aug 08, 2017	BUY	N/A	353	353 $52,000

Others Institutions Holding IHF

# of Institutions

220

Shares Held

6.25M

Call Options Held

5.1K

Put Options Held

Morgan Stanley New York, NY

772K
Shares

$37.4 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

749K
Shares

$36.3 Million
0.09% of portfolio
Bank Of America Corp Charlotte, NC

417K
Shares

$20.2 Million
0.0% of portfolio
Wharton Business Group, LLC Malvern, PA

336K
Shares

$16.2 Million
0.86% of portfolio
Lpl Financial LLC Fort Mill, SC

286K
Shares

$13.8 Million
0.01% of portfolio

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