Baystate Wealth Management LLC Ishares Tr Russell 1000 ETF Transaction History

Baystate Wealth Management LLC

  • $1.36 Billion
  • Q4 2023

A detailed history of Baystate Wealth Management LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Baystate Wealth Management LLC holds 123 shares of IWB stock, worth $40,797. This represents 0.0% of its overall portfolio holdings.

Number of Shares
123
Previous 72 70.83%
Holding current value
$40,797
Previous $16,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 29, 2024
BUY
$225.16 - $263.17 $11,483 - $13,421
51 Added 70.83%
123 $32,000
Q3 2023

Oct 25, 2023
SELL
$234.05 - $252.17 $2,574 - $2,773
-11 Reduced 13.25%
72 $16,000
Q2 2023

Sep 21, 2023
BUY
$221.85 - $243.74 $18,413 - $20,230
83 New
83 $20,000
Q1 2023

Apr 25, 2023
BUY
$208.78 - $230.55 $208 - $230
1 Added 1.43%
71 $15,000
Q2 2022

Aug 02, 2022
BUY
$201.03 - $253.2 $201 - $253
1 Added 1.45%
70 $15,000
Q2 2021

Jul 26, 2021
BUY
$226.48 - $242.11 $8,153 - $8,715
36 Added 109.09%
69 $17,000
Q1 2021

Apr 21, 2021
BUY
$208.89 - $225.24 $6,893 - $7,432
33 New
33 $7,000
Q1 2020

Apr 22, 2020
SELL
$122.99 - $188.06 $12,913 - $19,746
-105 Closed
0 $0
Q4 2019

Jan 21, 2020
BUY
$159.7 - $178.97 $159 - $178
1 Added 0.96%
105 $19,000
Q3 2019

Oct 30, 2019
BUY
$163.68 - $167.08 $163 - $167
1 Added 0.97%
104 $17,000
Q2 2019

Jul 02, 2019
BUY
N/A
1 Added 0.98%
103 $17,000
Q4 2018

Jan 24, 2019
BUY
N/A
102 New
102 $15,000

Others Institutions Holding IWB

# of Institutions
1,373
Shares Held
93.2M
Call Options Held
221K
Put Options Held
52.5K
View Full List

About ISHARES TR RUSSELL 1000 ETF

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