ISHARES TR

Ticker: IUSB CUSIP: 46434V613 Class: CORE TOTAL USD

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

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

Q4 2025
Shares 88,961 Value ($000) $4,140 Avg Close Range
Q3 2025
Shares 93,987 Value ($000) $4,390 Avg Close Range
Q2 2025
Shares 117,886 Value ($000) $5,450 Avg Close Range
Q1 2025
Shares 158,951 Value ($000) $7,324 Avg Close Range
Q4 2024
Shares 129,652 Value ($000) $5,860 Avg Close Range
Q3 2024
Shares 115,107 Value ($000) $5,424 Avg Close Range
Q2 2024
Shares 85,144 Value ($000) $3,850 Avg Close Range
Q1 2024
Shares 73,241 Value ($000) $3,339 Avg Close Range
Q4 2023
Shares 40,852 Value ($000) $1,882 Avg Close Range
Q3 2023
Shares 37,592 Value ($000) $1,643 Avg Close Range
Q2 2023
Shares 32,821 Value ($000) $1,492 Avg Close Range
Q1 2023
Shares 37,945 Value ($000) $1,751 Avg Close Range
Q4 2022
Shares 32,395 Value ($000) $1,456 Avg Close Range
Q3 2022
Shares 29,398 Value ($000) $1,308 Avg Close Range
Q2 2022
Shares 36,927 Value ($000) $1,729 Avg Close Range
Q1 2022
Shares 30,375 Value ($000) $1,508 Avg Close Range
Q4 2021
Shares 29,303 Value ($000) $1,551 Avg Close Range
Q3 2021
Shares 20,575 Value ($000) $1,101 Avg Close Range
Q2 2021
Shares 14,148 Value ($000) $757 Avg Close Range
Q1 2021
Shares 303 Value ($000) $16 Avg Close Range
Q1 2020
Shares 380 Value ($000) $20 Avg Close Range
Q4 2019
Shares 380 Value ($000) $20 Avg Close Range
Q3 2019
Shares 380 Value ($000) $20 Avg Close Range
Q2 2019
Shares 380 Value ($000) $20 Avg Close Range
Q1 2019
Shares 380 Value ($000) $19 Avg Close Range
Q4 2018
Shares 380 Value ($000) $19 Avg Close Range
Q3 2018
Shares 380 Value ($000) $19 Avg Close Range
Q1 2018
Shares 468 Value ($000) $23 Avg Close Range
Q4 2017
Shares 470 Value ($000) $24 Avg Close Range
Q3 2017
Shares 94 Value ($000) $5 Avg Close Range