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ISHARES TR MSCI Small Cap msci small cap shares owned by Patriot Financial Group Insurance Agency

Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by Patriot Financial Group Insurance Agency from 13F filings

Historical chart of Patriot Financial Group Insurance Agency investment in ISHARES TR MSCI Small Cap msci small cap

Tip: Access up to 7 years of quarterly data

All positions including ISHARES TR MSCI Small Cap msci small cap held by Patriot Financial Group Insurance Agency consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in ISHARES TR MSCI Small Cap msci small cap by Patriot Financial Group Insurance Agency

Quarter filed Position value Share count Share price at filing
2024-03-31 $859k 14k 63.33
2023-12-31 $805k 13k 61.90
2023-09-30 $945k 17k 56.47
2023-06-30 $1.0M 17k 58.98
2023-03-31 $1.0M 17k 59.51
2022-12-31 $635k 11k 56.48
2022-09-30 $511k 11k 48.82
2022-06-30 $491k 9.0k 54.59
2022-03-31 $616k 9.3k 66.31
2021-12-31 $627k 8.6k 73.06
2021-09-30 $653k 8.8k 74.41
2021-06-30 $691k 9.3k 74.18
2021-03-31 $689k 9.6k 71.82
2020-12-31 $617k 9.0k 68.32
2020-09-30 $442k 7.5k 58.99
2020-06-30 $223k 4.2k 53.50
2020-03-31 $132k 2.9k 44.79
2019-12-31 $108k 1.7k 62.46
2019-09-30 $80k 1.4k 57.18
2019-06-30 $23k 401 57.36
2019-03-31 $13k 232 56.03
2018-12-31 $4.0k 85 47.06
2018-09-30 $5.0k 85 58.82
2018-06-30 $2.0k 29 68.97
2018-03-31 $26k 400 65.00
2017-12-31 $27k 400 67.50
2017-09-30 $25k 400 62.50
2017-06-30 $23k 400 57.50
2017-03-31 $22k 400 55.00
2016-12-31 $20k 400 50.00

More positions owned by Patriot Financial Group Insurance Agency

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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 TR MSCI Small Cap msci small cap

Natixis Asset Management Advisors
State of New Jersey Common Pension Fund D
Creative Planning
Tiaa Trust, National Association
Matson Money
Bank of New York Mellon
Goldman Sachs Group
Bank of America Corporation
Pnc Financial Services
Modera Wealth Management
Washington Trust Bank
BKD Wealth Advisors
Jane Street
UBS Group
Cassaday & Co Wealth Management

View all funds holding ISHARES TR MSCI Small Cap msci small cap