Patriot Financial Group Insurance Agency, LLC Ishares Tr Residential And Mul Transaction History

Patriot Financial Group Insurance Agency, LLC

$667 Million
Q2 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	BUY	$75.39 - $99.18 $1,507 - $1,983	20 New	20 $2,000
Q1 2022 May 11, 2022	SELL	$88.05 - $98.21 $13,031 - $14,535	-148 Closed	0 $0
Q4 2021 Jan 10, 2022	SELL	$86.13 - $98.23 $7,407 - $8,447	-86 Reduced 36.75%	148 $15,000
Q3 2021 Nov 24, 2021	BUY	$83.86 - $92.5 $83 - $92	1 Added 0.43%	234 $20,000
Q1 2021 Apr 29, 2021	BUY	$65.28 - $76.16 $9,661 - $11,271	148 Added 174.12%	233 $17,000
Q4 2020 Jan 15, 2021	BUY	$59.11 - $69.37 $5,024 - $5,896	85 New	85 $6,000

Others Institutions Holding REZ

# of Institutions

150

Shares Held

5.16M

Call Options Held

17.3K

Put Options Held

12.9K

Strategic Financial Concepts, LLC San Antonio, TX

1.11M
Shares

$95.8 Million
0.01% of portfolio
Franklin, Parlapiano, Turner & Welch, LLC

480K
Shares

$41.3 Million
10.24% of portfolio
Axxcess Wealth Management, LLC Carlsbad, CA

469K
Shares

$40.5 Million
1.0% of portfolio
Morgan Stanley New York, NY

314K
Shares

$27.1 Million
0.0% of portfolio
Northwestern Mutual Wealth Management CO

209K
Shares

$18 Million
0.02% of portfolio

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About ISHARES TR RESIDENTIAL AND MUL

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