Baystate Wealth Management LLC Ishares Tr Russell 200 Growth 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 Growth stock. As of the latest transaction made, Baystate Wealth Management LLC holds 673,690 shares of IWY stock, worth $140 Million. This represents 8.67% of its overall portfolio holdings.
Number of Shares
673,690
Previous 680,054
0.94%
Holding current value
$140 Million
Previous $105 Million
12.84%
% of portfolio
8.67%
Previous 8.62%
Shares
26 transactions
Others Institutions Holding IWY
# of Institutions
512Shares Held
53.6MCall Options Held
5.4KPut Options Held
600-
Tiaa Trust, National Association Charlotte, NC6.28MShares$1.3 Billion4.16% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.23 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.58MShares$1.16 Billion4.59% of portfolio
-
First Citizens Bank & Trust CO5.26MShares$1.09 Billion17.93% of portfolio
-
Envestnet Asset Management Inc2.85MShares$592 Million0.22% of portfolio