Baystate Wealth Management LLC Ishares Russell 3000 ETF Transaction History

Baystate Wealth Management LLC

  • $1.36 Billion
  • Q4 2023

A detailed history of Baystate Wealth Management LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Baystate Wealth Management LLC holds 46 shares of IWV stock, worth $14,535. This represents 0.0% of its overall portfolio holdings.

Number of Shares
46
Previous 56 17.86%
Holding current value
$14,535
Previous $13,000 7.69%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 29, 2024
SELL
$234.36 - $274.87 $2,343 - $2,748
-10 Reduced 17.86%
46 $12,000
Q2 2023

Sep 21, 2023
BUY
$231.57 - $254.48 $12,967 - $14,250
56 New
56 $14,000
Q4 2022

Jan 12, 2023
BUY
$206.89 - $235.47 $206 - $235
1 Added 1.82%
56 $12,000
Q4 2021

Jan 21, 2022
BUY
$254.66 - $279.11 $14,006 - $15,351
55 New
55 $15,000
Q2 2019

Jul 02, 2019
SELL
N/A
-241 Closed
0 $0
Q1 2019

Apr 25, 2019
BUY
N/A
1 Added 0.42%
241 $42,000
Q4 2018

Jan 24, 2019
BUY
N/A
2 Added 0.84%
240 $38,000
Q3 2018

Oct 16, 2018
SELL
N/A
-262 Reduced 52.4%
238 $39,000
Q2 2018

Jul 17, 2018
BUY
N/A
2 Added 0.4%
500 $83,000
Q1 2018

Apr 24, 2018
BUY
N/A
498 New
498 $79,000

Others Institutions Holding IWV

# of Institutions
932
Shares Held
27.1M
Call Options Held
17.4K
Put Options Held
6.4K
View Full List

About ISHARES RUSSELL 3000 ETF

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