Patriot Financial Group Insurance Agency, LLC Ishares U S ETF Tr Int Rate He Transaction History

Patriot Financial Group Insurance Agency, LLC

$704 Million
Q4 2024

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	BUY	$90.1 - $94.09 $7,208 - $7,527	80 Added 12.52%	719 $65,000
Q1 2022 May 11, 2022	SELL	$90.25 - $95.84 $1,444 - $1,533	-16 Reduced 2.44%	639 $60,000
Q4 2021 Jan 10, 2022	BUY	$94.78 - $96.77 $7,108 - $7,257	75 Added 12.93%	655 $63,000
Q3 2021 Nov 24, 2021	SELL	$95.2 - $96.92 $1,523 - $1,550	-16 Reduced 2.68%	580 $56,000
Q2 2021 Jul 30, 2021	BUY	$95.36 - $96.62 $3,528 - $3,574	37 Added 6.62%	596 $57,000
Q1 2021 Apr 29, 2021	BUY	$94.42 - $96.52 $6,326 - $6,466	67 Added 13.62%	559 $54,000
Q4 2020 Jan 15, 2021	SELL	$91.54 - $95.54 $7,597 - $7,929	-83 Reduced 14.43%	492 $47,000
Q3 2020 Oct 21, 2020	SELL	$90.35 - $92.21 $36,140 - $36,884	-400 Reduced 41.03%	575 $52,000
Q2 2020 Jul 10, 2020	BUY	$81.0 - $90.22 $70,713 - $78,762	873 Added 855.88%	975 $88,000
Q1 2020 Apr 15, 2020	BUY	$72.2 - $96.11 $3,682 - $4,901	51 Added 100.0%	102 $8,000
Q2 2018 Aug 14, 2018	BUY	$95.15 - $97.3 $4,852 - $4,962	51 New	51 $5,000

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3.38M

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