Baystate Wealth Management LLC Ishares Tr Esg Advanced Total Transaction History

Baystate Wealth Management LLC

$1.36 Billion
Q4 2023

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 12, 2023	BUY	$40.69 - $43.22 $50,333 - $53,463	1,237 New	1,237 $52,000

Others Institutions Holding EUSB

# of Institutions

163

Shares Held

13.5M

Call Options Held

0

Put Options Held

0

Black Rock Inc. New York, NY

4.98M
Shares

$212 Million
0.0% of portfolio
Envestnet Asset Management Inc

1.83M
Shares

$77.9 Million
0.03% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

662K
Shares

$28.2 Million
0.1% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

506K
Shares

$21.5 Million
0.81% of portfolio
Impac Tfolio, LLC

409K
Shares

$17.4 Million
9.36% of portfolio

About ISHARES TR ESG ADVANCED TOTAL

Ticker EUSB
Sector Technology

More about EUSB

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