Baystate Wealth Management LLC Ishares Tr Russell 200 Value E 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 Value E stock. As of the latest transaction made, Baystate Wealth Management LLC holds 20,175 shares of IWX stock, worth $1.66 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
20,175
Previous 20,952
3.71%
Holding current value
$1.66 Million
Previous $1.37 Million
3.36%
% of portfolio
0.1%
Previous 0.11%
Shares
21 transactions
Others Institutions Holding IWX
# of Institutions
196Shares Held
41.3MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC10.3MShares$852 Million2.48% of portfolio
-
Tiaa, Fsb St. Louis, MO8.12MShares$670 Million1.98% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.17MShares$509 Million1.75% of portfolio
-
First Citizens Bank & Trust CO5.77MShares$476 Million7.1% of portfolio
-
Ae Wealth Management LLC1.07MShares$88.2 Million0.81% of portfolio