PATHSTONE FAMILY OFFICE, LLC IWM Holdings History
PATHSTONE FAMILY OFFICE, LLC's iShares Russell 2000 ETF Holding Summary
As of 2023-09-30, PATHSTONE FAMILY OFFICE, LLC held 893,233.00 shares of iShares Russell 2000 ETF(IWM), totaling $157.87 Mil. This investment constitutes 1.2% of their stock portfolio, and PATHSTONE FAMILY OFFICE, LLC now holds 0.31% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2018Q2. And since then PATHSTONE FAMILY OFFICE, LLC has made 15 purchases of IWM, at an average price of $185.40, for a total of 904,767.00 shares. In addition, there have been 6 sales at an average price of $200.52 for 11,534.00 shares. Based on historical transaction data and IWM's current price of $226.68, PATHSTONE FAMILY OFFICE, LLC's estimated gain on his IWM holdings is $37.05 Mil, reflecting a 22.08% gain to date.
PATHSTONE FAMILY OFFICE, LLC IWM ($226.68) Holding Chart
PATHSTONE FAMILY OFFICE, LLC IWM ($226.68) 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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