Baystate Wealth Management LLC Ishares Russell 2000 Gwt ETF Transaction History

Baystate Wealth Management LLC

  • $1.36 Billion
  • Q4 2023

A detailed history of Baystate Wealth Management LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Baystate Wealth Management LLC holds 200 shares of IWO stock, worth $58,114. This represents 0.0% of its overall portfolio holdings.

Number of Shares
200
Previous 199 0.5%
Holding current value
$58,114
Previous $44,000 13.64%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 29, 2024
BUY
$204.07 - $257.57 $204 - $257
1 Added 0.5%
200 $50,000
Q2 2023

Sep 21, 2023
BUY
$219.8 - $242.66 $43,740 - $48,289
199 New
199 $48,000
Q1 2023

Apr 25, 2023
BUY
$212.51 - $245.01 $212 - $245
1 Added 0.47%
215 $48,000
Q4 2022

Jan 12, 2023
BUY
$205.84 - $231.03 $3,087 - $3,465
15 Added 7.54%
214 $46,000
Q3 2022

Nov 10, 2022
BUY
$202.93 - $248.43 $3,246 - $3,974
16 Added 8.74%
199 $41,000
Q2 2022

Aug 02, 2022
SELL
$194.2 - $261.13 $5,049 - $6,789
-26 Reduced 12.44%
183 $38,000
Q1 2022

Apr 19, 2022
SELL
$234.1 - $296.68 $46,351 - $58,742
-198 Reduced 48.65%
209 $54,000
Q4 2021

Jan 21, 2022
BUY
$280.02 - $327.35 $55,443 - $64,815
198 Added 94.74%
407 $119,000
Q2 2021

Jul 26, 2021
BUY
$278.74 - $313.3 $58,256 - $65,479
209 New
209 $65,000
Q1 2021

Apr 21, 2021
SELL
$282.5 - $336.63 $6,215 - $7,405
-22 Closed
0 $0
Q2 2020

Jul 28, 2020
BUY
$145.61 - $213.67 $3,203 - $4,700
22 New
22 $5,000
Q1 2019

Apr 25, 2019
SELL
$164.26 - $202.05 $6,898 - $8,486
-42 Closed
0 $0
Q2 2018

Jul 17, 2018
BUY
$185.51 - $214.36 $7,791 - $9,003
42 New
42 $9,000

Others Institutions Holding IWO

# of Institutions
990
Shares Held
33.3M
Call Options Held
84K
Put Options Held
36K
View Full List

About ISHARES RUSSELL 2000 GWT ETF

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