Pathstone Family Office, LLC Ishares Core S&P U.S. Value Et Transaction History
Pathstone Family Office, LLC
- $15.6 Billion
- Q3 2023
A detailed history of Pathstone Family Office, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Pathstone Family Office, LLC holds 9,423 shares of IUSV stock, worth $888,965. This represents 0.0% of its overall portfolio holdings.
Number of Shares
9,423
Previous 4,993
88.72%
Holding current value
$888,965
Previous $390,000
80.26%
% of portfolio
0.0%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding IUSV
# of Institutions
705Shares Held
158MCall Options Held
2.8KPut Options Held
2K-
Bank Of America Corp Charlotte, NC63.3MShares$5.97 Billion0.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$1.22 Billion0.58% of portfolio
-
Morgan Stanley New York, NY8.58MShares$809 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.91MShares$464 Million5.88% of portfolio
-
Signaturefd, LLC Atlanta, GA4.31MShares$406 Million7.92% of portfolio