ISHARES TR

Ticker: IUSV CUSIP: 464287663 Class: ETF

Patriot Financial Group Insurance Agency, LLC's Holding History (CIK: 0001694883)

Note: Option positions (PUT/CALL) are excluded.

Q2 2023
Shares 3,533 Value ($000) $276 Avg Close Range
Q1 2023
Shares 3,706 Value ($000) $273 Avg Close Range
Q4 2022
Shares 3,706 Value ($000) $262 Avg Close Range
Q3 2022
Shares 4,957 Value ($000) $310 Avg Close Range
Q2 2022
Shares 1,059 Value ($000) $71 Avg Close Range
Q1 2022
Shares 399 Value ($000) $30 Avg Close Range
Q4 2021
Shares 863 Value ($000) $66 Avg Close Range
Q3 2021
Shares 1,576 Value ($000) $112 Avg Close Range
Q2 2021
Shares 1,973 Value ($000) $142 Avg Close Range
Q1 2021
Shares 5,038 Value ($000) $347 Avg Close Range
Q4 2020
Shares 12,384 Value ($000) $770 Avg Close Range
Q3 2020
Shares 15,760 Value ($000) $856 Avg Close Range
Q2 2020
Shares 11,952 Value ($000) $624 Avg Close Range
Q1 2020
Shares 8,861 Value ($000) $409 Avg Close Range
Q3 2019
Shares 260 Value ($000) $15 Avg Close Range
Q2 2019
Shares 1,523 Value ($000) $87 Avg Close Range
Q1 2019
Shares 1,523 Value ($000) $84 Avg Close Range
Q4 2018
Shares 1,733 Value ($000) $85 Avg Close Range
Q3 2018
Shares 1,928 Value ($000) $109 Avg Close Range
Q2 2018
Shares 2,167 Value ($000) $116 Avg Close Range
Q1 2018
Shares 7,388 Value ($000) $384 Avg Close Range
Q4 2017
Shares 5,931 Value ($000) $335 Avg Close Range
Q3 2017
Shares 5,732 Value ($000) $302 Avg Close Range
Q2 2017
Shares 4,566 Value ($000) $232 Avg Close Range
Q1 2017
Shares 3,942 Value ($000) $198 Avg Close Range