Patriot Financial Group Insurance Agency, LLC Ishares Tr Transaction History

Patriot Financial Group Insurance Agency, LLC

$621 Million
Q1 2024

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Jul 30, 2021	SELL	N/A	-181 Closed	0 $0
Q1 2021 Apr 29, 2021	SELL	N/A	-289 Reduced 61.49%	181 $31,000
Q4 2020 Jan 15, 2021	SELL	N/A	-2,724 Reduced 85.28%	470 $71,000
Q3 2020 Oct 21, 2020	BUY	N/A	2,046 Added 178.22%	3,194 $390,000
Q2 2020 Jul 10, 2020	BUY	N/A	1,148 New	1,148 $173,000

Q2 2018 Aug 14, 2018	SELL	N/A	-750 Closed	0 $0
Q1 2018 May 14, 2018	SELL	N/A	-325 Reduced 30.23%	750 $96,000
Q4 2017 Feb 14, 2018	SELL	N/A	-211 Reduced 16.41%	1,075 $142,000
Q3 2017 Oct 26, 2017	SELL	N/A	-107 Reduced 7.68%	1,286 $156,000
Q2 2017 Aug 08, 2017	BUY	N/A	1,393	1,393 $160,000

Others Institutions Holding IYG

# of Institutions

239

Shares Held

12.3M

Call Options Held

10.7K

Put Options Held

9.5K

River Front Investment Group, LLC Richmond, VA

1.41M
Shares

$93.1 Million
2.63% of portfolio
Envestnet Asset Management Inc

1.35M
Shares

$89 Million
0.03% of portfolio
Goldman Sachs Group Inc New York, NY

1.18M
Shares

$77.8 Million
0.01% of portfolio
Morgan Stanley New York, NY

962K
Shares

$63.5 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

616K
Shares

$40.7 Million
0.0% of portfolio

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