Patriot Financial Group Insurance Agency, LLC Ishares Tr Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 11, 2022	SELL	$266.13 - $297.6 $53,226 - $59,520	-200 Reduced 91.32%	19 $5,000
Q4 2021 Jan 10, 2022	SELL	$271.82 - $301.88 $42,947 - $47,697	-158 Reduced 41.91%	219 $66,000
Q1 2021 Apr 29, 2021	BUY	$239.92 - $258.36 $239 - $258	1 Added 0.27%	377 $95,000
Q4 2020 Jan 15, 2021	BUY	$219.61 - $245.91 $78,400 - $87,789	357 Added 1878.95%	376 $92,000
Q3 2020 Oct 21, 2020	SELL	$217.29 - $234.25 $2,607 - $2,811	-12 Reduced 38.71%	19 $4,000
Q2 2020 Jul 10, 2020	BUY	$180.66 - $222.47 $180 - $222	1 Added 3.33%	31 $7,000
Q1 2020 Apr 15, 2020	BUY	$158.63 - $221.56 $793 - $1,107	5 Added 20.0%	30 $6,000
Q4 2019 Jan 22, 2020	BUY	$184.36 - $217.02 $184 - $217	1 Added 4.17%	25 $5,000
Q3 2019 Oct 25, 2019	BUY	$187.31 - $198.79 $749 - $795	4 Added 20.0%	24 $5,000
Q2 2019 Aug 07, 2019	SELL	$180.7 - $197.36 $17,347 - $18,946	-96 Reduced 82.76%	20 $4,000
Q1 2019 Apr 29, 2019	BUY	$174.36 - $196.3 $17,610 - $19,826	101 Added 673.33%	116 $23,000
Q4 2018 Feb 04, 2019	BUY	$170.02 - $204.02 $2,550 - $3,060	15 New	15 $3,000
Q2 2018 Aug 14, 2018	SELL	$168.2 - $183.1 $25,230 - $27,465	-150 Closed	0 $0
Q1 2018 May 14, 2018	SELL	$169.12 - $192.78 $8,456 - $9,639	-50 Reduced 25.0%	150 $25,000
Q4 2017 Feb 14, 2018	SELL	$170.03 - $176.73 $21,253 - $22,091	-125 Reduced 38.46%	200 $36,000
Q2 2017 Aug 08, 2017	BUY	N/A	325	325 $54,000

Others Institutions Holding IYH

# of Institutions

550

Shares Held

23.5M

Call Options Held

26K

Put Options Held

500

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