Patriot Financial Group Insurance Agency, LLC Ishares Tr Ishares Esg Aware 1 Transaction History

Patriot Financial Group Insurance Agency, LLC

  • $720 Million
  • Q3 2024

A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 8,257 shares of SUSB stock, worth $203,617. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,257
Holding current value
$203,617
% of portfolio
0.03%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$24.38 - $25.2 $201,305 - $208,076
8,257 New
8,257 $207,000
Q4 2023

Jan 19, 2024
BUY
$23.56 - $24.48 $193,262 - $200,809
8,203 New
8,203 $200,000
Q1 2023

Apr 20, 2023
SELL
$23.63 - $24.19 $33,790 - $34,591
-1,430 Reduced 13.1%
9,482 $228,000
Q4 2022

Jan 17, 2023
BUY
$23.19 - $23.94 $253,049 - $261,233
10,912 New
10,912 $0
Q2 2022

Jul 29, 2022
SELL
$23.73 - $24.6 $39,486 - $40,934
-1,664 Reduced 16.73%
8,281 $199,000
Q1 2022

May 11, 2022
SELL
$24.54 - $25.63 $79,705 - $83,246
-3,248 Reduced 24.62%
9,945 $245,000
Q4 2021

Jan 10, 2022
SELL
$25.61 - $25.99 $178,578 - $181,228
-6,973 Reduced 34.58%
13,193 $338,000
Q3 2021

Nov 24, 2021
BUY
$25.95 - $26.1 $5,527 - $5,559
213 Added 1.07%
20,166 $524,000
Q2 2021

Jul 30, 2021
BUY
$25.93 - $26.12 $258,444 - $260,338
9,967 Added 99.81%
19,953 $520,000
Q1 2021

Apr 29, 2021
BUY
$25.89 - $26.17 $37,618 - $38,025
1,453 Added 17.03%
9,986 $259,000
Q4 2020

Jan 15, 2021
BUY
$26.0 - $26.18 $62,010 - $62,439
2,385 Added 38.79%
8,533 $223,000
Q3 2020

Oct 21, 2020
BUY
$25.99 - $26.18 $26,301 - $26,494
1,012 Added 19.7%
6,148 $160,000
Q2 2020

Jul 10, 2020
BUY
$24.71 - $26.01 $10,674 - $11,236
432 Added 9.18%
5,136 $134,000
Q1 2020

Apr 15, 2020
SELL
$22.42 - $25.84 $4,102 - $4,728
-183 Reduced 3.74%
4,704 $117,000
Q4 2019

Jan 22, 2020
BUY
$25.31 - $25.53 $64,236 - $64,795
2,538 Added 108.05%
4,887 $124,000
Q3 2019

Oct 25, 2019
BUY
$25.21 - $25.53 $53,369 - $54,047
2,117 Added 912.5%
2,349 $60,000
Q2 2019

Aug 07, 2019
BUY
$24.87 - $25.35 $5,769 - $5,881
232 New
232 $6,000

Others Institutions Holding SUSB

# of Institutions
310
Shares Held
28M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ISHARES ESG AWARE 1

SUSB Quotes by TradingView
  • Ticker SUSB
  • Sector ETFs
  • Industry ETFs
More about SUSB
Track This Portfolio

Track Patriot Financial Group Insurance Agency, LLC Portfolio

Follow Patriot Financial Group Insurance Agency, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email