Patriot Financial Group Insurance Agency »

iShares S&P MidCap 400 Index shares owned by Patriot Financial Group Insurance Agency

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Patriot Financial Group Insurance Agency from 13F filings

Historical chart of Patriot Financial Group Insurance Agency investment in iShares S&P MidCap 400 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Index held by Patriot Financial Group Insurance Agency consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P MidCap 400 Index by Patriot Financial Group Insurance Agency

Quarter filed Position value Share count Share price at filing
2024-03-31 $802k 13k 60.74
2023-12-31 $717k 2.6k 277.16
2023-09-30 $1.5M 5.9k 249.33
2023-06-30 $1.7M 6.5k 261.46
2023-03-31 $1.5M 6.0k 250.15
2022-12-31 $591k 2.4k 241.89
2022-09-30 $639k 2.9k 219.14
2022-06-30 $1.9M 8.5k 226.29
2022-03-31 $2.2M 8.3k 268.28
2021-12-31 $2.5M 8.7k 283.15
2021-09-30 $2.3M 8.9k 263.11
2021-06-30 $2.2M 8.2k 268.73
2021-03-31 $1.3M 4.9k 260.36
2020-12-31 $1.2M 5.1k 229.78
2020-09-30 $930k 5.0k 185.33
2020-06-30 $1.1M 6.0k 177.86
2020-03-31 $1.1M 7.4k 143.84
2019-12-31 $1.6M 7.8k 205.83
2019-09-30 $1.5M 7.9k 193.25
2019-06-30 $1.3M 6.9k 194.31
2019-03-31 $228k 1.2k 188.90
2018-12-31 $195k 1.2k 166.38
2018-09-30 $257k 1.3k 200.94
2018-06-30 $243k 1.2k 194.71
2018-03-31 $785k 4.3k 183.24
2017-12-31 $670k 3.4k 194.77
2017-09-30 $553k 3.1k 180.60
2017-06-30 $533k 3.1k 173.79
2017-03-31 $484k 2.9k 168.94
2016-12-31 $277k 1.7k 166.67

More positions owned by Patriot Financial Group Insurance Agency

Ishares Tr Core S&p500 Etf (IVV)
Barnes (B)
Ishares Tr S&p 500 Val Etf (IVE)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Patriot Financial Group Insurance Agency

Top funds holding iShares S&P MidCap 400 Index

Bank of New York Mellon
Raymond James & Associates
Bank of America Corporation
First Command Advisory Services
Wells Fargo & Company
Jpmorgan Chase & Co
Regions Bank
Raymond James Financial Services Advisors
Catalyst Capital Advisors
Millburn Ridgefield
Commonwealth Equity Services
Fifth Third Bancorp
Royal Bank of Canada
UBS Group
MEMBERS Trust

View all funds holding iShares S&P MidCap 400 Index