Pathstone Family Office, LLC Ishares Tr Msci Usa Esg Select Put Options Transaction History

Pathstone Family Office, LLC

$15.6 Billion
Q3 2023

Put Options

1 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form
Q2 2021 Aug 16, 2021	BUY	$88.83 - $95.54 $533,690 - $574,004	6,008 New	6,008 $574,000

Others Institutions Holding SUSA

# of Institutions

502

Shares Held

18.9M

Call Options Held

100

Put Options Held

100

Jpmorgan Chase & CO New York, NY

1.59M
Shares

$200 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

1.49M
Shares

$187 Million
0.02% of portfolio
Morgan Stanley New York, NY

1.16M
Shares

$146 Million
0.01% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

999K
Shares

$125 Million
0.08% of portfolio
Ameriprise Financial Inc Minneapolis, MN

812K
Shares

$102 Million
0.03% of portfolio

About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
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