Patriot Financial Group Insurance Agency, LLC Ishares Tr Msci Usa Esg Select Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Jan 10, 2022	SELL	$95.76 - $106.67 $191 - $213	-2 Reduced 0.41%	486 $52,000
Q2 2021 Jul 30, 2021	SELL	$88.83 - $95.54 $54,896 - $59,043	-618 Reduced 55.88%	488 $47,000
Q4 2020 Jan 15, 2021	BUY	$72.19 - $82.34 $22,812 - $26,019	316 Added 40.0%	1,106 $91,000
Q3 2020 Oct 21, 2020	BUY	$67.13 - $78.5 $4,631 - $5,416	69 Added 9.57%	790 $116,000
Q2 2020 Jul 10, 2020	BUY	$52.49 - $69.03 $2,781 - $3,658	53 Added 7.93%	721 $96,000
Q1 2020 Apr 15, 2020	BUY	$47.53 - $70.87 $17,823 - $26,576	375 Added 127.99%	668 $73,000
Q4 2019 Jan 22, 2020	BUY	$59.6 - $67.25 $11,681 - $13,181	196 Added 202.06%	293 $39,000
Q3 2019 Oct 25, 2019	BUY	$61.15 - $62.5 $5,931 - $6,062	97 New	97 $12,000

Others Institutions Holding SUSA

# of Institutions

503

Shares Held

18.9M

Call Options Held

100

Put Options Held

100

Jpmorgan Chase & CO New York, NY

1.59M
Shares

$198 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

1.49M
Shares

$186 Million
0.02% of portfolio
Morgan Stanley New York, NY

1.16M
Shares

$145 Million
0.01% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

999K
Shares

$124 Million
0.08% of portfolio
Ameriprise Financial Inc Minneapolis, MN

812K
Shares

$101 Million
0.03% of portfolio

View Full List

About ISHARES TR MSCI USA ESG SELECT

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