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Ishares Tr shares owned by Patriot Financial Group Insurance Agency

Quarter-by-quarter ownership of Ishares Tr (DMAX) shares owned by Patriot Financial Group Insurance Agency from 13F filings

Historical chart of Patriot Financial Group Insurance Agency investment in Ishares Tr

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All positions including Ishares Tr 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 by Patriot Financial Group Insurance Agency

Quarter filed Position value Share count Share price at filing
2026-03-31 $205k 7.7k 26.57

More positions owned by Patriot Financial Group Insurance Agency

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
Blackrock Etf Trust Ishares Us Larg (BALI)
Meta Platforms Cl A (META)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust State Street Spd (SPYM)

View all positions for Patriot Financial Group Insurance Agency

Top funds holding Ishares Tr

BIP Wealth
J. L. Bainbridge & Co
Crown Wealth Group
BlackRock
FC Advisory
Raymond James Financial
Ashton Thomas Securities
Envestnet Asset Management
Ashton Thomas Private Wealth
Crewe Advisors
Grantvest Financial Group
Mercer Global Advisors
Blue Sky Capital Consultants Group
ATX Financial Planning
Susquehanna International

View all funds holding Ishares Tr