Patriot Financial Group Insurance Agency, LLC Ishares 0 5 Year Investment Gr Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	BUY	$47.87 - $49.29 $18,765 - $19,321	392 New	392 $19,000
Q3 2021 Nov 24, 2021	SELL	$51.65 - $51.91 $23,397 - $23,515	-453 Closed	0 $0
Q2 2021 Jul 30, 2021	BUY	$51.69 - $51.96 $23,415 - $23,537	453 New	453 $23,000

Others Institutions Holding SLQD

# of Institutions

243

Shares Held

25.2M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

2.21M
Shares

$110 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.83M
Shares

$91.3 Million
0.02% of portfolio
Ubs Group Ag

1.22M
Shares

$60.7 Million
0.01% of portfolio
Farmers & Merchants Investments Inc

1.01M
Shares

$50.4 Million
1.6% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

969K
Shares

$48.3 Million
0.07% of portfolio

View Full List

About ISHARES 0-5 YEAR INVESTMENT GR

Ticker SLQD
Sector ETFs
Industry ETFs

More about SLQD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Patriot Financial Group Insurance Agency, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Patriot Financial Group Insurance Agency, LLC with notifications on news.

Account