Baystate Wealth Management LLC Ishares Morningstar Mid Cap Va Transaction History

Baystate Wealth Management LLC

  • $1.36 Billion
  • Q4 2023

A detailed history of Baystate Wealth Management LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Baystate Wealth Management LLC holds 352 shares of IMCV stock, worth $26,787. This represents 0.0% of its overall portfolio holdings.

Number of Shares
352
Previous 347 1.44%
Holding current value
$26,787
Previous $21,000 9.52%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 29, 2024
BUY
$57.47 - $68.03 $287 - $340
5 Added 1.44%
352 $23,000
Q3 2023

Oct 25, 2023
BUY
$60.39 - $66.42 $5,978 - $6,575
99 Added 39.92%
347 $21,000
Q2 2023

Sep 21, 2023
BUY
$58.79 - $63.7 $14,579 - $15,797
248 New
248 $15,000

Others Institutions Holding IMCV

# of Institutions
136
Shares Held
5.11M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR MID CAP VA

IMCV Quotes by TradingView
  • Ticker IMCV
  • Sector ETFs
  • Industry ETFs
More about IMCV
Track This Portfolio

Track Baystate Wealth Management LLC Portfolio

Follow Baystate Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Baystate Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baystate Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email