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

Jan 29, 2024
SELL
$149.01 - $175.92 $948,299 - $1.12 Million
-6,364 Reduced 0.94%
673,690 $118 Million
Q3 2023

Oct 25, 2023
BUY
$152.69 - $164.44 $783,757 - $844,070
5,133 Added 0.76%
680,054 $105 Million
Q2 2023

Sep 21, 2023
BUY
$136.24 - $158.56 $92 Million - $107 Million
674,921 New
674,921 $107 Million
Q1 2023

Apr 25, 2023
BUY
$117.74 - $138.93 $2.25 Million - $2.65 Million
19,072 Added 2.93%
669,813 $93.1 Million
Q4 2022

Jan 12, 2023
BUY
$117.64 - $131.34 $767,601 - $856,993
6,525 Added 1.01%
650,741 $78.4 Million
Q3 2022

Nov 10, 2022
SELL
N/A
-8,851 Reduced 1.36%
644,216 $77 Million
Q2 2022

Aug 02, 2022
BUY
N/A
40,121 Added 6.55%
653,067 $81.8 Million
Q1 2022

Apr 19, 2022
BUY
N/A
28,228 Added 4.83%
612,946 $97.4 Million
Q4 2021

Jan 21, 2022
SELL
N/A
-4,162 Reduced 0.71%
584,718 $101 Million
Q3 2021

Nov 05, 2021
SELL
N/A
-5,031 Reduced 0.85%
588,880 $89.9 Million
Q2 2021

Jul 26, 2021
BUY
N/A
1,485 Added 0.25%
593,911 $89.4 Million
Q1 2021

Apr 21, 2021
SELL
N/A
-18,706 Reduced 3.06%
592,426 $79.7 Million
Q4 2020

Jan 15, 2021
SELL
N/A
-76,683 Reduced 11.15%
611,132 $81.3 Million
Q3 2020

Oct 14, 2020
SELL
N/A
-51,340 Reduced 6.95%
687,815 $83.5 Million
Q2 2020

Jul 28, 2020
SELL
N/A
-40,137 Reduced 5.15%
739,155 $78.8 Million
Q1 2020

Apr 22, 2020
BUY
N/A
6,508 Added 0.84%
779,292 $65.6 Million
Q4 2019

Jan 21, 2020
SELL
N/A
-154,120 Reduced 16.63%
772,784 $74.6 Million
Q3 2019

Oct 30, 2019
BUY
N/A
14,130 Added 1.55%
926,904 $80.7 Million
Q2 2019

Jul 02, 2019
BUY
N/A
9,239 Added 1.02%
912,774 $79 Million
Q1 2019

Apr 25, 2019
BUY
N/A
23,167 Added 2.63%
903,535 $77.3 Million
Q4 2018

Jan 24, 2019
BUY
N/A
23,518 Added 2.74%
880,368 $67.2 Million
Q3 2018

Oct 16, 2018
SELL
N/A
-51,429 Reduced 5.66%
856,850 $68.6 Million
Q2 2018

Jul 17, 2018
SELL
N/A
-91,429 Reduced 9.15%
908,279 $72.9 Million
Q1 2018

Apr 24, 2018
BUY
N/A
9,597 Added 0.97%
999,708 $74.6 Million
Q4 2017

Jan 23, 2018
BUY
N/A
17,858 Added 1.84%
990,111 $77.5 Million
Q3 2017

Oct 10, 2017
BUY
N/A
972,253
972,253 $66.8 Million

Others Institutions Holding IWY

# of Institutions
512
Shares Held
53.6M
Call Options Held
5.4K
Put Options Held
600
View Full List

About ISHARES TR RUSSELL 200 GROWTH

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