ISHARES U S ETF TR

Ticker: NEAR CUSIP: 46431W507 Class: BLACKROCK ST MAT

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

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

Q4 2025
Shares 28,332 Value ($000) $1,448 Avg Close Range
Q3 2025
Shares 10,230 Value ($000) $525 Avg Close Range
Q2 2022
Shares 2,593 Value ($000) $128 Avg Close Range
Q1 2022
Shares 2,710 Value ($000) $134 Avg Close Range
Q4 2021
Shares 2,955 Value ($000) $148 Avg Close Range
Q3 2021
Shares 3,148 Value ($000) $158 Avg Close Range
Q2 2021
Shares 3,173 Value ($000) $159 Avg Close Range
Q1 2021
Shares 4,314 Value ($000) $217 Avg Close Range
Q4 2020
Shares 8,634 Value ($000) $433 Avg Close Range
Q3 2020
Shares 9,766 Value ($000) $489 Avg Close Range
Q2 2020
Shares 17,935 Value ($000) $897 Avg Close Range
Q1 2020
Shares 31,342 Value ($000) $1,520 Avg Close Range
Q4 2019
Shares 98,375 Value ($000) $4,943 Avg Close Range
Q3 2019
Shares 99,539 Value ($000) $5,011 Avg Close Range
Q2 2019
Shares 73,587 Value ($000) $3,695 Avg Close Range
Q1 2019
Shares 7,615 Value ($000) $386 Avg Close Range
Q4 2018
Shares 69,833 Value ($000) $3,481 Avg Close Range
Q3 2018
Shares 63,474 Value ($000) $3,185 Avg Close Range
Q2 2018
Shares 73,864 Value ($000) $3,706 Avg Close Range
Q1 2018
Shares 75,637 Value ($000) $3,790 Avg Close Range
Q4 2017
Shares 63,868 Value ($000) $3,199 Avg Close Range
Q3 2017
Shares 55,262 Value ($000) $2,776 Avg Close Range
Q2 2017
Shares 951 Value ($000) $48 Avg Close Range
Q1 2017
Shares 301 Value ($000) $15 Avg Close Range
Q4 2016
Shares 841 Value ($000) $42 Avg Close Range