iShares S&P MidCap 400 Value Index shares owned by Patriot Financial Group Insurance Agency
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) 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 Value Index
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All positions including iShares S&P MidCap 400 Value Index held by Patriot Financial Group Insurance Agency consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P MidCap 400 Value Index by Patriot Financial Group Insurance Agency
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $5.5M | 44k | 124.96 |
2024-09-30 | $5.2M | 42k | 123.62 |
2024-06-30 | $4.7M | 41k | 113.46 |
2024-03-31 | $4.7M | 40k | 118.29 |
2023-12-31 | $3.1M | 27k | 114.04 |
2023-09-30 | $2.6M | 26k | 100.93 |
2023-06-30 | $3.2M | 30k | 107.13 |
2023-03-31 | $3.1M | 30k | 102.77 |
2022-12-31 | $3.0M | 30k | 100.80 |
2022-09-30 | $2.7M | 30k | 90.02 |
2022-06-30 | $2.8M | 30k | 94.42 |
2022-03-31 | $3.0M | 27k | 109.63 |
2021-12-31 | $1.2M | 11k | 110.69 |
2021-09-30 | $887k | 8.6k | 103.01 |
2021-06-30 | $592k | 5.6k | 105.32 |
2019-06-30 | $11k | 69 | 159.42 |
2018-03-31 | $11k | 75 | 146.67 |
2017-12-31 | $12k | 75 | 160.00 |
2017-09-30 | $11k | 75 | 146.67 |
2017-06-30 | $11k | 74 | 148.65 |
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