Patriot Financial Group Insurance Agency, LLC Ishares Tr Core Aggressive All Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Jul 10, 2020	BUY	$46.01 - $56.68 $2,300 - $2,834	50 Added 30.3%	215 $12,000
Q1 2020 Apr 15, 2020	SELL	$42.55 - $59.41 $26,381 - $36,834	-620 Reduced 78.98%	165 $8,000
Q4 2019 Jan 22, 2020	BUY	$53.52 - $58.4 $27,081 - $29,550	506 Added 181.36%	785 $46,000
Q3 2019 Oct 25, 2019	BUY	$52.61 - $55.45 $52 - $55	1 Added 0.36%	279 $15,000
Q2 2019 Aug 07, 2019	BUY	$52.38 - $55.24 $52 - $55	1 Added 0.36%	278 $15,000
Q1 2019 Apr 29, 2019	BUY	$47.96 - $53.89 $47 - $53	1 Added 0.36%	277 $15,000
Q4 2018 Feb 04, 2019	SELL	$47.04 - $54.74 $53,672 - $62,458	-1,141 Reduced 80.52%	276 $13,000
Q3 2018 Oct 30, 2018	BUY	$52.65 - $55.0 $65,917 - $68,860	1,252 Added 758.79%	1,417 $77,000
Q2 2018 Aug 14, 2018	SELL	$52.7 - $54.7 $34,096 - $35,390	-647 Reduced 79.68%	165 $9,000
Q4 2017 Feb 14, 2018	BUY	$53.61 - $55.82 $268 - $279	5 Added 0.62%	812 $44,000
Q3 2017 Oct 26, 2017	BUY	$53.19 - $53.58 $265 - $267	5 Added 0.62%	807 $43,000
Q2 2017 Aug 08, 2017	BUY	N/A	802	802 $41,000

Others Institutions Holding AOA

# of Institutions

339

Shares Held

8.21M

Call Options Held

Put Options Held

North Star Asset Management LLC /Nj/ Hackettstown, NJ

2.19M
Shares

$171 Million
1.48% of portfolio
Rockefeller Capital Management L.P. New York, NY

515K
Shares

$40 Million
0.11% of portfolio
Assetmark, Inc

276K
Shares

$21.5 Million
0.06% of portfolio
Cambridge Investment Research Advisors, Inc.

192K
Shares

$14.9 Million
0.05% of portfolio
Mesirow Financial Investment Management, Inc.

159K
Shares

$12.4 Million
0.25% of portfolio

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