Patriot Financial Group Insurance Agency, LLC Ishares Tr Ishares Morningstar Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 Apr 15, 2020	SELL	$18.15 - $26.07 $3,629 - $5,214	-200 Closed	0 $0
Q4 2019 Jan 22, 2020	SELL	$24.57 - $25.69 $4,324 - $4,521	-176 Reduced 46.81%	200 $5,000
Q2 2019 Aug 07, 2019	SELL	N/A	-214 Reduced 36.27%	376 $9,000
Q4 2018 Feb 04, 2019	SELL	N/A	-521 Reduced 46.89%	590 $14,000
Q3 2018 Oct 30, 2018	BUY	N/A	911 Added 455.5%	1,111 $27,000
Q2 2018 Aug 14, 2018	SELL	N/A	-907 Reduced 81.93%	200 $5,000
Q1 2018 May 14, 2018	BUY	N/A	5 Added 0.45%	1,107 $27,000
Q4 2017 Feb 14, 2018	SELL	N/A	-169 Reduced 13.3%	1,102 $27,000
Q3 2017 Oct 26, 2017	SELL	N/A	-611 Reduced 32.47%	1,271 $33,000
Q2 2017 Aug 08, 2017	BUY	N/A	1,882	1,882 $48,000

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# of Institutions

Shares Held

1.22M

Call Options Held

Put Options Held

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