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

245

Shares Held

25.3M

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

$91.1 Million
0.02% of portfolio
Ubs Group Ag

1.22M
Shares

$60.6 Million
0.01% of portfolio
Farmers & Merchants Investments Inc

1.01M
Shares

$50.3 Million
1.6% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

969K
Shares

$48.1 Million
0.07% of portfolio

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About ISHARES 0-5 YEAR INVESTMENT GR

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