ISHARES TR

Ticker: ESGU CUSIP: 46435G425 Class: ESG AWR MSCI USA

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

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

Q4 2025
Shares 5,800 Value ($000) $864 Avg Close Range
Q3 2025
Shares 5,620 Value ($000) $818 Avg Close Range
Q2 2025
Shares 5,405 Value ($000) $731 Avg Close Range
Q1 2025
Shares 5,147 Value ($000) $628 Avg Close Range
Q4 2024
Shares 5,540 Value ($000) $714 Avg Close Range
Q3 2024
Shares 16,420 Value ($000) $2,072 Avg Close Range
Q2 2024
Shares 17,358 Value ($000) $2,071 Avg Close Range
Q1 2024
Shares 17,945 Value ($000) $2,063 Avg Close Range
Q4 2023
Shares 20,740 Value ($000) $2,176 Avg Close Range
Q3 2023
Shares 23,746 Value ($000) $2,230 Avg Close Range
Q2 2023
Shares 37,343 Value ($000) $3,639 Avg Close Range
Q1 2023
Shares 55,802 Value ($000) $5,047 Avg Close Range
Q4 2022
Shares 72,695 Value ($000) $6,161 Avg Close Range
Q3 2022
Shares 79,694 Value ($000) $6,328 Avg Close Range
Q2 2022
Shares 89,566 Value ($000) $7,515 Avg Close Range
Q1 2022
Shares 93,216 Value ($000) $9,447 Avg Close Range
Q4 2021
Shares 87,022 Value ($000) $9,390 Avg Close Range
Q3 2021
Shares 79,682 Value ($000) $7,845 Avg Close Range
Q2 2021
Shares 78,506 Value ($000) $7,730 Avg Close Range
Q1 2021
Shares 78,197 Value ($000) $7,106 Avg Close Range
Q4 2020
Shares 79,771 Value ($000) $6,863 Avg Close Range
Q3 2020
Shares 74,937 Value ($000) $5,711 Avg Close Range
Q2 2020
Shares 71,603 Value ($000) $5,011 Avg Close Range
Q1 2020
Shares 34,180 Value ($000) $1,965 Avg Close Range
Q4 2019
Shares 13,603 Value ($000) $970 Avg Close Range
Q3 2019
Shares 7,974 Value ($000) $521 Avg Close Range
Q2 2019
Shares 2,601 Value ($000) $169 Avg Close Range
Q1 2019
Shares 36 Value ($000) $2 Avg Close Range
Q4 2018
Shares 36 Value ($000) $2 Avg Close Range
Q3 2018
Shares 36 Value ($000) $2 Avg Close Range