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 $4,775. This represents 0.0% of its overall portfolio holdings.
Number of Shares
35
Previous 35
-0.0%
Holding current value
$4,775
Previous $3,000
33.33%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding IWL
# of Institutions
198Shares Held
7.54MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY608KShares$83 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC578KShares$78.9 Million0.01% of portfolio
-
Tompkins Financial Corp577KShares$78.7 Million7.69% of portfolio
-
Gilbert & Cook, Inc.504KShares$68.8 Million10.47% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN368KShares$50.3 Million0.01% of portfolio