PATHSTONE FAMILY OFFICE, LLC IWB Holdings History
PATHSTONE FAMILY OFFICE, LLC's iShares Russell 1000 ETF Holding Summary
As of 2023-09-30, PATHSTONE FAMILY OFFICE, LLC held 1.17 Mil shares of iShares Russell 1000 ETF(IWB), totaling $274.90 Mil. This investment constitutes 2.1% of their stock portfolio, and PATHSTONE FAMILY OFFICE, LLC now holds 0.93% of the outstanding iShares Russell 1000 ETF(IWB) stock.
The initial trade took place in 2013Q4. And since then PATHSTONE FAMILY OFFICE, LLC has made 14 purchases of IWB, at an average price of $233.10, for a total of 1.33 Mil shares. In addition, there have been 17 sales at an average price of $175.98 for 161,668.00 shares. Based on historical transaction data and IWB's current price of $348.55, PATHSTONE FAMILY OFFICE, LLC's estimated gain on his IWB holdings is $125.84 Mil, reflecting a 40.54% gain to date.
PATHSTONE FAMILY OFFICE, LLC IWB ($348.55) Holding Chart
PATHSTONE FAMILY OFFICE, LLC IWB ($348.55) 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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