Baystate Wealth Management LLC Ishares Tr Russell 200 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 200 ETF stock. As of the latest transaction made, Baystate Wealth Management LLC holds 35 shares of IWL stock, worth $5,214. This represents 0.0% of its overall portfolio holdings.
Number of Shares
35
Previous 35
-0.0%
Holding current value
$5,214
Previous $3,000
33.33%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding IWL
# of Institutions
165Shares Held
7.09MCall Options Held
0Put Options Held
0-
Tompkins Financial Corp1.01MShares$151 Million13.68% of portfolio
-
Morgan Stanley New York, NY743KShares$111 Million0.01% of portfolio
-
Gilbert & Cook, Inc.507KShares$75.6 Million9.92% of portfolio
-
Bank Of America Corp Charlotte, NC412KShares$61.5 Million0.0% of portfolio
-
Mc Kinley Carter Wealth Services, Inc.377KShares$56.2 Million3.28% of portfolio