Patriot Financial Group Insurance Agency, LLC Ishares Robotics & Artificial Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 31, 2022	SELL	$23.83 - $30.33 $452 - $576	-19 Reduced 0.14%	13,238 $315,000
Q2 2022 Jul 29, 2022	SELL	$25.9 - $35.54 $6,060 - $8,316	-234 Reduced 1.73%	13,257 $350,000
Q1 2022 May 11, 2022	BUY	$30.2 - $41.73 $201,162 - $277,963	6,661 Added 97.53%	13,491 $464,000
Q4 2021 Jan 10, 2022	BUY	$40.32 - $47.28 $123,217 - $144,487	3,056 Added 80.98%	6,830 $283,000
Q3 2021 Nov 24, 2021	BUY	$41.94 - $45.6 $75,450 - $82,034	1,799 Added 91.09%	3,774 $160,000
Q2 2021 Jul 30, 2021	BUY	$39.39 - $45.11 $77,795 - $89,092	1,975 New	1,975 $89,000

Others Institutions Holding IRBO

# of Institutions

172

Shares Held

4.37M

Call Options Held

2.4K

Put Options Held

1.2K

Morgan Stanley New York, NY

518K
Shares

$16.6 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

472K
Shares

$15.1 Million
0.0% of portfolio
Wharton Business Group, LLC Malvern, PA

359K
Shares

$11.5 Million
0.55% of portfolio
Lpl Financial LLC Fort Mill, SC

331K
Shares

$10.6 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

273K
Shares

$8.76 Million
0.0% of portfolio

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