Patriot Financial Group Insurance Agency, LLC Ishares Msci Usa Min Vol Facto Transaction History

Patriot Financial Group Insurance Agency, LLC

  • $720 Million
  • Q3 2024

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 19, 2024
SELL
$70.56 - $78.63 $64,985 - $72,418
-921 Reduced 11.49%
7,093 $553,000
Q3 2023

Oct 19, 2023
SELL
$72.38 - $76.06 $127,099 - $133,561
-1,756 Reduced 17.97%
8,014 $580,000
Q2 2023

Jul 17, 2023
SELL
$71.44 - $74.33 $30,933 - $32,184
-433 Reduced 4.24%
9,770 $726,000
Q1 2023

Apr 20, 2023
BUY
$69.12 - $73.78 $195,402 - $208,576
2,827 Added 38.33%
10,203 $742,000
Q4 2022

Jan 17, 2023
SELL
$65.75 - $75.5 $125,319 - $143,903
-1,906 Reduced 20.53%
7,376 $0
Q3 2022

Oct 31, 2022
SELL
$66.1 - $76.63 $467,591 - $542,080
-7,074 Reduced 43.25%
9,282 $614,000
Q2 2022

Jul 29, 2022
BUY
$66.73 - $79.1 $50,648 - $60,036
759 Added 4.87%
16,356 $1.15 Million
Q1 2022

May 11, 2022
SELL
$71.88 - $80.4 $13,010 - $14,552
-181 Reduced 1.15%
15,597 $1.21 Million
Q4 2021

Jan 10, 2022
BUY
$73.28 - $81.04 $333,277 - $368,569
4,548 Added 40.5%
15,778 $1.28 Million
Q3 2021

Nov 24, 2021
BUY
$73.5 - $78.28 $14,700 - $15,656
200 Added 1.81%
11,230 $825,000
Q2 2021

Jul 30, 2021
SELL
$69.72 - $73.7 $432,054 - $456,718
-6,197 Reduced 35.97%
11,030 $812,000
Q1 2021

Apr 29, 2021
SELL
$65.18 - $69.88 $706,877 - $757,848
-10,845 Reduced 38.63%
17,227 $1.19 Million
Q4 2020

Jan 15, 2021
BUY
$61.66 - $67.88 $97,114 - $106,911
1,575 Added 5.94%
28,072 $1.91 Million
Q3 2020

Oct 21, 2020
BUY
$60.74 - $66.36 $115,831 - $126,548
1,907 Added 7.76%
26,497 $1.69 Million
Q2 2020

Jul 10, 2020
BUY
$51.94 - $64.01 $320,417 - $394,877
6,169 Added 33.49%
24,590 $1.49 Million
Q1 2020

Apr 15, 2020
BUY
$46.61 - $69.67 $535,828 - $800,926
11,496 Added 166.01%
18,421 $995,000
Q4 2019

Jan 22, 2020
SELL
$62.68 - $65.67 $629,181 - $659,195
-10,038 Reduced 59.18%
6,925 $454,000
Q3 2019

Oct 25, 2019
BUY
$61.12 - $64.69 $793,093 - $839,417
12,976 Added 325.46%
16,963 $1.09 Million
Q2 2019

Aug 07, 2019
SELL
$58.77 - $62.47 $5,877 - $6,247
-100 Reduced 2.45%
3,987 $249,000
Q1 2019

Apr 29, 2019
BUY
$51.18 - $58.8 $196,735 - $226,027
3,844 Added 1581.89%
4,087 $240,000
Q4 2018

Feb 04, 2019
SELL
$49.77 - $57.05 $4,977 - $5,705
-100 Reduced 29.15%
243 $13,000
Q3 2018

Oct 30, 2018
BUY
$53.24 - $57.58 $18,261 - $19,749
343 New
343 $20,000
Q2 2018

Aug 14, 2018
SELL
$51.06 - $53.87 $285,374 - $301,079
-5,589 Closed
0 $0
Q1 2018

May 14, 2018
BUY
$50.24 - $55.31 $81,891 - $90,155
1,630 Added 41.17%
5,589 $285,000
Q4 2017

Feb 14, 2018
BUY
$50.5 - $53.37 $1,616 - $1,707
32 Added 0.81%
3,959 $212,000
Q3 2017

Oct 26, 2017
BUY
$50.1 - $50.34 $3,607 - $3,624
72 Added 1.87%
3,927 $199,000
Q2 2017

Aug 08, 2017
BUY
N/A
3,855
3,855 $188,000

Others Institutions Holding USMV

# of Institutions
1,282
Shares Held
200M
Call Options Held
10.6K
Put Options Held
27K
View Full List

About ISHARES MSCI USA MIN VOL FACTO

USMV Quotes by TradingView
  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
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