ISHARES TR

Ticker: QUAL CUSIP: 46432F339 Class: ETF

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

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

Q4 2025
Shares 27,404 Value ($000) $5,443 Avg Close Range
Q3 2025
Shares 37,412 Value ($000) $7,277 Avg Close Range
Q2 2025
Shares 40,208 Value ($000) $7,351 Avg Close Range
Q1 2025
Shares 37,840 Value ($000) $6,466 Avg Close Range
Q4 2024
Shares 32,516 Value ($000) $5,791 Avg Close Range
Q3 2024
Shares 29,196 Value ($000) $5,235 Avg Close Range
Q2 2024
Shares 27,085 Value ($000) $4,625 Avg Close Range
Q1 2024
Shares 28,252 Value ($000) $4,643 Avg Close Range
Q4 2023
Shares 28,500 Value ($000) $4,194 Avg Close Range
Q3 2023
Shares 17,380 Value ($000) $2,291 Avg Close Range
Q2 2023
Shares 20,717 Value ($000) $2,794 Avg Close Range
Q1 2023
Shares 16,920 Value ($000) $2,099 Avg Close Range
Q4 2022
Shares 8,407 Value ($000) $958 Avg Close Range
Q3 2022
Shares 9,307 Value ($000) $967 Avg Close Range
Q2 2022
Shares 10,532 Value ($000) $1,177 Avg Close Range
Q1 2022
Shares 11,095 Value ($000) $1,494 Avg Close Range
Q4 2021
Shares 9,977 Value ($000) $1,452 Avg Close Range
Q3 2021
Shares 7,027 Value ($000) $926 Avg Close Range
Q2 2021
Shares 6,651 Value ($000) $884 Avg Close Range
Q1 2021
Shares 6,880 Value ($000) $838 Avg Close Range
Q4 2020
Shares 2,789 Value ($000) $324 Avg Close Range
Q3 2020
Shares 2,410 Value ($000) $250 Avg Close Range
Q2 2020
Shares 3,220 Value ($000) $309 Avg Close Range
Q1 2020
Shares 16,992 Value ($000) $1,377 Avg Close Range
Q4 2019
Shares 7,875 Value ($000) $795 Avg Close Range
Q3 2019
Shares 5,032 Value ($000) $465 Avg Close Range
Q2 2019
Shares 4,293 Value ($000) $397 Avg Close Range
Q1 2019
Shares 2,642 Value ($000) $234 Avg Close Range
Q4 2018
Shares 628 Value ($000) $48 Avg Close Range
Q3 2018
Shares 498 Value ($000) $45 Avg Close Range
Q2 2018
Shares 292 Value ($000) $24 Avg Close Range
Q1 2018
Shares 841 Value ($000) $68 Avg Close Range