Patriot Financial Group Insurance Agency, LLC Ishares Tr Transaction History

Patriot Financial Group Insurance Agency, LLC

  • $704 Million
  • Q4 2024

A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Ishares Tr stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 26,220 shares of GVI stock, worth $2.74 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
26,220
Previous 12,755 105.57%
Holding current value
$2.74 Million
Previous $1.37 Million 100.0%
% of portfolio
0.39%
Previous 0.19%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$103.89 - $107.05 $1.4 Million - $1.44 Million
13,465 Added 105.57%
26,220 $2.73 Million
Q3 2024

Oct 24, 2024
BUY
$103.17 - $107.43 $679,168 - $707,211
6,583 Added 106.66%
12,755 $1.37 Million
Q2 2024

Jul 26, 2024
BUY
$102.13 - $104.03 $57,907 - $58,985
567 Added 10.12%
6,172 $640,000
Q1 2024

Apr 30, 2024
BUY
$103.31 - $105.01 $178,313 - $181,247
1,726 Added 44.5%
5,605 $582,000
Q4 2023

Jan 19, 2024
BUY
$100.06 - $104.91 $23,013 - $24,129
230 Added 6.3%
3,879 $406,000
Q3 2023

Oct 19, 2023
BUY
$101.01 - $103.51 $145,757 - $149,364
1,443 Added 65.41%
3,649 $369,000
Q2 2023

Jul 17, 2023
BUY
$102.83 - $105.23 $226,842 - $232,137
2,206 New
2,206 $226,000
Q3 2021

Nov 24, 2021
BUY
$115.05 - $117.23 $230 - $234
2 Added 9.52%
23 $3,000
Q3 2020

Oct 21, 2020
BUY
$117.54 - $118.35 $117 - $118
1 Added 5.0%
21 $2,000
Q2 2020

Jul 10, 2020
SELL
$114.67 - $117.72 $229 - $235
-2 Reduced 9.09%
20 $2,000
Q3 2019

Oct 25, 2019
BUY
$111.71 - $113.96 $2,457 - $2,507
22 New
22 $2,000

Others Institutions Holding GVI

# of Institutions
293
Shares Held
28.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

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