PATHSTONE FAMILY OFFICE, LLC IWR Holdings History
PATHSTONE FAMILY OFFICE, LLC's iShares Russell Mid-Cap ETF Holding Summary
As of 2023-09-30, PATHSTONE FAMILY OFFICE, LLC held 2.05 Mil shares of iShares Russell Mid-Cap ETF(IWR), totaling $142.19 Mil. This investment constitutes 1.08% of their stock portfolio, and PATHSTONE FAMILY OFFICE, LLC now holds 0.52% of the outstanding iShares Russell Mid-Cap ETF(IWR) stock.
The initial trade took place in 2013Q4. And since then PATHSTONE FAMILY OFFICE, LLC has made 7 purchases of IWR, at an average price of $73.01, for a total of 2.08 Mil shares. In addition, there have been 6 sales at an average price of $61.76 for 30,209.00 shares. Based on historical transaction data and IWR's current price of $95.15, PATHSTONE FAMILY OFFICE, LLC's estimated gain on his IWR holdings is $45.13 Mil, reflecting a 29.67% gain to date.
PATHSTONE FAMILY OFFICE, LLC IWR ($95.15) Holding Chart
PATHSTONE FAMILY OFFICE, LLC IWR ($95.15) 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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