Patriot Financial Group Insurance Agency, LLC Ishares Tr Transaction History

Patriot Financial Group Insurance Agency, LLC

$621 Million
Q1 2024

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	SELL	N/A	-48 Closed	0 $0
Q1 2022 May 11, 2022	SELL	N/A	-34 Reduced 41.46%	48 $4,000
Q4 2021 Jan 10, 2022	BUY	N/A	34 Added 70.83%	82 $7,000
Q4 2020 Jan 15, 2021	BUY	N/A	24 Added 100.0%	48 $3,000
Q2 2020 Jul 10, 2020	BUY	N/A	24 New	24 $3,000

Q2 2018 Aug 14, 2018	SELL	N/A	-670 Closed	0 $0
Q1 2018 May 14, 2018	BUY	N/A	350 Added 109.38%	670 $77,000
Q2 2017 Aug 08, 2017	BUY	N/A	320	320 $35,000

Others Institutions Holding IYF

# of Institutions

371

Shares Held

15.8M

Call Options Held

8.4K

Put Options Held

12.9K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

2.14M
Shares

$205 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

1.67M
Shares

$160 Million
0.02% of portfolio
Phoenix Holdings Ltd. Givatayim, L3

1.25M
Shares

$120 Million
1.73% of portfolio
Morgan Stanley New York, NY

1.19M
Shares

$114 Million
0.01% of portfolio
Hsbc Holdings PLC London, X0

859K
Shares

$82.3 Million
0.06% of portfolio

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