Baystate Wealth Management LLC Ishares Barclays Transaction History

Baystate Wealth Management LLC

$1.36 Billion
Q4 2023

A detailed history of Baystate Wealth Management LLC transactions in Ishares Barclays stock. As of the latest transaction made, Baystate Wealth Management LLC holds 77 shares of IEF stock, worth $7,209. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 82 6.1%

Holding current value

$7,209

Previous $7,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 29, 2024	SELL	$88.95 - $97.0 $444 - $485	-5 Reduced 6.1%	77 $7,000
Q3 2023 Oct 25, 2023	BUY	$91.32 - $97.13 $547 - $582	6 Added 7.89%	82 $7,000
Q2 2023 Sep 21, 2023	SELL	$96.39 - $100.48 $3.21 Million - $3.35 Million	-33,292 Reduced 99.77%	76 $7,000
Q2 2023 Aug 02, 2023	BUY	$96.39 - $100.48 $3.2 Million - $3.33 Million	33,161 Added 16019.81%	33,368 $3.22 Million
Q1 2023 Apr 25, 2023	BUY	$94.41 - $100.02 $16,993 - $18,003	180 Added 666.67%	207 $20,000
Q4 2022 Jan 12, 2023	BUY	$92.93 - $99.14 $2,509 - $2,676	27 New	27 $3,000
Q4 2020 Jan 15, 2021	SELL	$119.27 - $121.81 $21,707 - $22,169	-182 Closed	0 $0
Q2 2020 Jul 28, 2020	BUY	$119.77 - $122.41 $21,798 - $22,278	182 New	182 $22,000

Others Institutions Holding IEF

# of Institutions

1,051

Shares Held

280M

Call Options Held

13.2M

Put Options Held

13.9M

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About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

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Baystate Wealth Management LLC Ishares Barclays Transaction History