Pathstone Family Office, LLC Ishares Tr Transaction History

Pathstone Family Office, LLC

$15.6 Billion
Q3 2023

A detailed history of Pathstone Family Office, LLC transactions in Ishares Tr stock. As of the latest transaction made, Pathstone Family Office, LLC holds 1,900 shares of IHF stock, worth $95,646. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,900

Holding current value

$95,646

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 08, 2023	BUY	$246.1 - $264.99 $467,590 - $503,481	1,900 New	1,900 $467,000

Others Institutions Holding IHF

# of Institutions

222

Shares Held

5.66M

Call Options Held

10.6K

Put Options Held

2.5K

Morgan Stanley New York, NY

840K
Shares

$42.3 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

386K
Shares

$19.4 Million
0.0% of portfolio
Wharton Business Group, LLC Malvern, PA

335K
Shares

$16.9 Million
0.73% of portfolio
Lpl Financial LLC Fort Mill, SC

293K
Shares

$14.7 Million
0.01% of portfolio
Kingsview Wealth Management, LLC Grants Pass, OR

229K
Shares

$11.5 Million
0.23% of portfolio

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About ISHARES TR

Ticker IHF
Sector ETFs
Industry ETFs

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Pathstone Family Office, LLC Ishares Tr Transaction History