Baystate Wealth Management LLC Ishares U.S. Consumer Discreti Transaction History

Baystate Wealth Management LLC

$1.36 Billion
Q4 2023

A detailed history of Baystate Wealth Management LLC transactions in Ishares U.S. Consumer Discreti stock. As of the latest transaction made, Baystate Wealth Management LLC holds 183 shares of IYC stock, worth $17,249. This represents 0.0% of its overall portfolio holdings.

Number of Shares

183

Previous 182 0.55%

Holding current value

$17,249

Previous $12,000 8.33%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 29, 2024	BUY	$63.1 - $76.8 $63 - $76	1 Added 0.55%	183 $13,000
Q2 2023 Sep 21, 2023	BUY	$62.69 - $71.17 $11,409 - $12,952	182 New	182 $12,000
Q4 2022 Jan 12, 2023	BUY	$55.69 - $63.26 $55 - $63	1 Added 0.55%	182 $10,000
Q1 2022 Apr 19, 2022	BUY	$67.88 - $85.29 $67 - $85	1 Added 0.56%	181 $14,000
Q4 2020 Jan 15, 2021	BUY	$60.62 - $70.5 $8,183 - $9,517	135 Added 300.0%	180 $13,000
Q3 2020 Oct 14, 2020	BUY	$55.33 - $65.18 $55 - $65	1 Added 2.27%	45 $11,000
Q2 2020 Jul 28, 2020	SELL	$41.98 - $58.28 $41 - $58	-1 Reduced 2.22%	44 $10,000
Q3 2019 Oct 30, 2019	BUY	$53.95 - $56.11 $53 - $56	1 Added 2.27%	45 $10,000
Q1 2018 Apr 24, 2018	BUY	N/A	44 New	44 $8,000

Others Institutions Holding IYC

# of Institutions

229

Shares Held

7.01M

Call Options Held

Put Options Held

View Full List

About ISHARES U.S. CONSUMER DISCRETI

Ticker IYC
Sector ETFs
Industry Closed-End Fund - Equity

More about IYC

Track This Portfolio

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.

Account

Baystate Wealth Management LLC Ishares U.S. Consumer Discreti Transaction History