PATHSTONE FAMILY OFFICE, LLC IVV Holdings History
PATHSTONE FAMILY OFFICE, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2023-09-30, PATHSTONE FAMILY OFFICE, LLC held 2.28 Mil shares of iShares Core S&P 500 ETF(IVV), totaling $979.35 Mil. This investment constitutes 7.47% of their stock portfolio, and PATHSTONE FAMILY OFFICE, LLC now holds 0.31% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2013Q4. And since then PATHSTONE FAMILY OFFICE, LLC has made 14 purchases of IVV, at an average price of $393.31, for a total of 3.68 Mil shares. In addition, there have been 17 sales at an average price of $398.00 for 1.39 Mil shares. Based on historical transaction data and IVV's current price of $637.33, PATHSTONE FAMILY OFFICE, LLC's estimated gain on his IVV holdings is $563.09 Mil, reflecting a 38.95% gain to date.
PATHSTONE FAMILY OFFICE, LLC IVV ($637.33) Holding Chart
PATHSTONE FAMILY OFFICE, LLC IVV ($637.33) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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