Patriot Financial Group Insurance Agency, LLC Ishares Tr Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 24, 2021	SELL	$102.34 - $111.27 $2,046 - $2,225	-20 Closed	0 $0
Q2 2021 Jul 30, 2021	BUY	$93.58 - $104.97 $1,871 - $2,099	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

597

Shares Held

56.3M

Call Options Held

11.4M

Put Options Held

13.1M

Barclays PLC London, X0

10M
Shares

$1.02 Billion
0.27% of portfolio
Morgan Stanley New York, NY

5.94M
Shares

$606 Million
0.04% of portfolio
Goldman Sachs Group Inc New York, NY

5.33M
Shares

$545 Million
0.09% of portfolio
Wealth Navi Inc.

4.39M
Shares

$448 Million
5.11% of portfolio
Cibc World Markets Corp New York, NY

3.63M
Shares

$371 Million
2.75% of portfolio

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

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