Patriot Financial Group Insurance Agency, LLC Ishares Tr Esg Msci Em Leaders Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	SELL	$46.65 - $55.87 $2,938 - $3,519	-63 Closed	0 $0
Q1 2022 May 11, 2022	BUY	$49.07 - $60.49 $3,091 - $3,810	63 New	63 $3,000
Q4 2021 Jan 10, 2022	SELL	$56.81 - $64.08 $3,976 - $4,485	-70 Closed	0 $0
Q3 2021 Nov 24, 2021	BUY	$59.95 - $65.44 $4,196 - $4,580	70 New	70 $4,000

Others Institutions Holding LDEM

# of Institutions

Shares Held

682K

Call Options Held

Put Options Held

55 I, LLC Boston, MA

218K
Shares

$10.3 Million
0.25% of portfolio
Bank Of Montreal Toronto, A6

85K
Shares

$3.99 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

72.7K
Shares

$3.41 Million
0.01% of portfolio
Old Mission Capital LLC

40.6K
Shares

$1.91 Million
0.05% of portfolio
Jpmorgan Chase & CO New York, NY

33.6K
Shares

$1.58 Million
0.0% of portfolio

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