Pathstone Family Office, LLC Ishares Tr Residential And Mul Transaction History

Pathstone Family Office, LLC

$15.6 Billion
Q3 2023

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 12, 2020	SELL	N/A	-1,500 Closed	0 $0
Q2 2020 Aug 14, 2020	SELL	N/A	-3,000 Reduced 66.67%	1,500 $90,000
Q1 2020 Jun 11, 2020	BUY	N/A	4,500 New	4,500 $248,000

Others Institutions Holding REZ

# of Institutions

151

Shares Held

4.63M

Call Options Held

500

Put Options Held

18.9K

Capital Asset Advisory Services LLC Haslett, MI

463K
Shares

$35.6 Million
1.9% of portfolio
Franklin, Parlapiano, Turner & Welch, LLC

459K
Shares

$35.3 Million
9.1% of portfolio
Axxcess Wealth Management, LLC Carlsbad, CA

453K
Shares

$34.9 Million
0.94% of portfolio
Morgan Stanley New York, NY

362K
Shares

$27.9 Million
0.0% of portfolio
Northwestern Mutual Wealth Management CO

184K
Shares

$14.1 Million
0.01% of portfolio

About ISHARES TR RESIDENTIAL AND MUL

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