Patriot Financial Group Insurance Agency, LLC Ishares Tr Dow Jones Us Medica Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 11, 2022	SELL	$55.84 - $65.41 $10,721 - $12,558	-192 Reduced 84.21%	36 $2,000
Q4 2021 Jan 10, 2022	SELL	$61.58 - $66.32 $7,266 - $7,825	-118 Reduced 34.1%	228 $15,000
Q3 2021 Nov 24, 2021	BUY	$60.41 - $67.15 $2,416 - $2,686	40 Added 13.07%	346 $22,000
Q2 2021 Jul 30, 2021	SELL	$55.06 - $60.62 $52,527 - $57,831	-954 Reduced 75.71%	306 $110,000
Q1 2021 Apr 29, 2021	SELL	$52.97 - $58.45 $40,522 - $44,714	-765 Reduced 37.78%	1,260 $416,000
Q4 2020 Jan 15, 2021	SELL	$49.24 - $54.55 $2,511 - $2,782	-51 Reduced 2.46%	2,025 $663,000
Q3 2020 Oct 21, 2020	BUY	$44.27 - $51.59 $14,653 - $17,076	331 Added 18.97%	2,076 $622,000
Q2 2020 Jul 10, 2020	BUY	$35.5 - $45.33 $61,947 - $79,100	1,745 New	1,745 $462,000
Q2 2019 Aug 07, 2019	SELL	$35.61 - $40.33 $1,068 - $1,209	-30 Closed	0 $0
Q2 2018 Aug 14, 2018	SELL	$30.1 - $34.45 $6,050 - $6,924	-201 Reduced 87.01%	30 $6,000
Q1 2018 May 14, 2018	SELL	$28.78 - $32.28 $1,093 - $1,226	-38 Reduced 14.13%	231 $42,000
Q4 2017 Feb 14, 2018	BUY	$27.98 - $29.62 $83 - $88	3 Added 1.13%	269 $48,000
Q3 2017 Oct 26, 2017	SELL	$27.59 - $27.84 $1,462 - $1,475	-53 Reduced 16.61%	266 $45,000
Q2 2017 Aug 08, 2017	BUY	N/A	319	319 $53,000

Others Institutions Holding IHI

# of Institutions

621

Shares Held

36.8M

Call Options Held

311K

Put Options Held

1.15M

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