Ishares Tr dev val factor shares owned by Patriot Financial Group Insurance Agency
Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by Patriot Financial Group Insurance Agency
from 13F filings
Historical chart of Patriot Financial Group Insurance Agency investment in Ishares Tr dev val factor
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Quarterly reported holdings in Ishares Tr dev val factor by Patriot Financial Group Insurance Agency
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $443k | 16k | 27.11 |
| 2024-09-30 | $252k | 8.5k | 29.53 |
| 2024-06-30 | $224k | 8.1k | 27.44 |
| 2024-03-31 | $297k | 11k | 28.23 |
| 2023-12-31 | $294k | 11k | 26.51 |
| 2023-09-30 | $443k | 18k | 25.36 |
| 2023-06-30 | $358k | 14k | 25.45 |
| 2023-03-31 | $351k | 14k | 24.79 |
| 2022-12-31 | $443k | 19k | 23.17 |
| 2022-09-30 | $384k | 19k | 19.75 |
| 2022-06-30 | $298k | 13k | 22.18 |
| 2022-03-31 | $513k | 20k | 25.46 |
| 2021-12-31 | $148k | 5.8k | 25.46 |
| 2021-09-30 | $167k | 6.5k | 25.70 |
| 2021-06-30 | $184k | 7.1k | 25.85 |
| 2021-03-31 | $47k | 1.9k | 25.24 |
| 2020-12-31 | $42k | 1.9k | 22.52 |
| 2020-09-30 | $17k | 886 | 19.19 |
| 2020-06-30 | $14k | 701 | 19.97 |
More positions owned by Patriot Financial Group Insurance Agency
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