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 67 shares of IHE stock, worth $4,413. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$4,413

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 29, 2024	BUY	$166.63 - $185.76 $11,164 - $12,445	67 New	67 $12,000

Others Institutions Holding IHE

# of Institutions

151

Shares Held

5.35M

Call Options Held

Put Options Held

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3.35M
Shares

$221 Million
0.1% of portfolio
Morgan Stanley New York, NY

227K
Shares

$15 Million
0.0% of portfolio
Rockport Wealth LLC Fairview Park, OH

206K
Shares

$13.5 Million
3.87% of portfolio
Bank Of America Corp Charlotte, NC

155K
Shares

$10.2 Million
0.0% of portfolio
Brown Advisory Inc

94.4K
Shares

$6.22 Million
0.01% of portfolio

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About ISHARES TR

Ticker IHE
Sector ETFs
Industry ETFs

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Baystate Wealth Management LLC Ishares Tr Transaction History