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
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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 |
|---|---|---|---|
| 2024-09-30 | $960k | 14k | 67.70 |
| 2024-06-30 | $854k | 14k | 61.64 |
| 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 |
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