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 $848,635. This represents 0.0% of its overall portfolio holdings.
Number of Shares
9,423
Previous 4,993
88.72%
Holding current value
$848,635
Previous $390,000
80.26%
% of portfolio
0.0%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding IUSV
# of Institutions
670Shares Held
148MCall Options Held
7.1KPut Options Held
200-
Bank Of America Corp Charlotte, NC60MShares$5.41 Billion0.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.3MShares$1.11 Billion0.61% of portfolio
-
Morgan Stanley New York, NY8.12MShares$732 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.64MShares$418 Million5.99% of portfolio
-
Signaturefd, LLC Atlanta, GA4.24MShares$382 Million8.13% of portfolio