Patriot Financial Group Insurance Agency, LLC Ishares Tr Transaction History

Patriot Financial Group Insurance Agency, LLC

$621 Million
Q1 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 24, 2021	SELL	N/A	-20 Closed	0 $0
Q2 2021 Jul 30, 2021	BUY	N/A	20 New	20 $2,000
Q2 2018 Aug 14, 2018	SELL	N/A	-51 Closed	0 $0
Q2 2017 Aug 08, 2017	BUY	N/A	51	51 $4,000

Others Institutions Holding IYR

# of Institutions

550

Shares Held

51.2M

Call Options Held

7.14M

Put Options Held

6.54M

Barclays PLC London, X0

13.1M
Shares

$1.14 Billion
0.41% of portfolio
Cibc World Markets Corp New York, NY

4.31M
Shares

$377 Million
2.58% of portfolio
Wealth Navi Inc.

4.13M
Shares

$362 Million
4.95% of portfolio
Morgan Stanley New York, NY

2.68M
Shares

$234 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

2.44M
Shares

$213 Million
0.02% of portfolio

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

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