Baystate Wealth Management LLC Ishares Tr Transaction History

Baystate Wealth Management LLC

  • $1.36 Billion
  • Q4 2023

A detailed history of Baystate Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Baystate Wealth Management LLC holds 2,650 shares of IEZ stock, worth $55,941. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,650
Previous 2,635 0.57%
Holding current value
$55,941
Previous $63,000 7.94%
% of portfolio
0.0%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024
BUY
$20.39 - $24.27 $305 - $364
15 Added 0.57%
2,650 $58,000
Q3 2023

Oct 25, 2023
SELL
$20.14 - $25.39 $11,499 - $14,497
-571 Reduced 17.81%
2,635 $63,000
Q2 2023

Sep 21, 2023
BUY
$17.22 - $20.49 $55,207 - $65,690
3,206 New
3,206 $64,000
Q1 2023

Apr 25, 2023
BUY
$17.87 - $23.07 $232 - $299
13 Added 0.36%
3,639 $70,000
Q4 2022

Jan 12, 2023
BUY
$15.41 - $21.93 $107 - $153
7 Added 0.19%
3,626 $77,000
Q3 2022

Nov 10, 2022
BUY
$13.6 - $17.49 $49,218 - $63,296
3,619 New
3,619 $52,000

Others Institutions Holding IEZ

# of Institutions
68
Shares Held
3.4M
Call Options Held
27.4K
Put Options Held
2.7K
View Full List

About ISHARES TR

IEZ Quotes by TradingView
  • Ticker IEZ
  • Sector ETFs
  • Industry ETFs
More about IEZ
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