Patriot Financial Group Insurance Agency, LLC Ishares Morningstar Small Cap Transaction History

Patriot Financial Group Insurance Agency, LLC

$667 Million
Q2 2024

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 11, 2022	BUY	$55.39 - $60.86 $55 - $60	1 Added 0.37%	270 $16,000
Q2 2021 Jul 30, 2021	BUY	$56.09 - $61.75 $10,040 - $11,053	179 Added 198.89%	269 $16,000
Q1 2020 Apr 15, 2020	SELL	$24.73 - $48.34 $3,239 - $6,332	-131 Reduced 59.28%	90 $8,000
Q3 2019 Oct 25, 2019	BUY	$41.32 - $46.22 $41 - $46	1 Added 0.45%	221 $30,000
Q4 2018 Feb 04, 2019	BUY	$39.01 - $50.97 $39 - $50	1 Added 0.46%	220 $27,000
Q3 2018 Oct 30, 2018	BUY	$50.51 - $52.97 $11,061 - $11,600	219 New	219 $34,000
Q2 2018 Aug 14, 2018	SELL	$46.43 - $52.15 $6,128 - $6,883	-132 Closed	0 $0
Q1 2018 May 14, 2018	BUY	$46.73 - $52.57 $46 - $52	1 Added 0.76%	132 $18,000
Q2 2017 Aug 08, 2017	BUY	N/A	131	131 $18,000

Others Institutions Holding ISCV

# of Institutions

117

Shares Held

3.14M

Call Options Held

Put Options Held

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