Baystate Wealth Management LLC Ishares Trust Ishares Pfd And Transaction History

Baystate Wealth Management LLC

$1.36 Billion
Q4 2023

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 25, 2023	BUY	$29.99 - $31.22 $569 - $593	19 Added 27.94%	87 $2,000
Q2 2023 Sep 21, 2023	SELL	$29.33 - $31.46 $274,000 - $293,899	-9,342 Reduced 99.28%	68 $2,000
Q2 2023 Aug 02, 2023	BUY	$29.33 - $31.46 $274,030 - $293,930	9,343 Added 13944.78%	9,410 $291,000
Q1 2023 Apr 25, 2023	BUY	$29.86 - $33.81 $2,000 - $2,265	67 New	67 $2,000
Q3 2022 Nov 10, 2022	SELL	$31.4 - $35.35 $45,875 - $51,646	-1,461 Reduced 83.49%	289 $9,000
Q2 2022 Aug 02, 2022	SELL	$32.02 - $36.26 $23,118 - $26,179	-722 Reduced 29.21%	1,750 $58,000
Q1 2022 Apr 19, 2022	BUY	$34.86 - $39.14 $10,318 - $11,585	296 Added 13.6%	2,472 $90,000
Q4 2021 Jan 21, 2022	SELL	$38.29 - $39.43 $842 - $867	-22 Reduced 1.0%	2,176 $86,000
Q3 2021 Nov 05, 2021	BUY	$38.55 - $39.48 $424 - $434	11 Added 0.5%	2,198 $85,000
Q2 2021 Jul 26, 2021	BUY	$37.96 - $39.34 $38,719 - $40,126	1,020 Added 87.4%	2,187 $86,000
Q1 2021 Apr 21, 2021	SELL	$37.15 - $38.46 $26,710 - $27,652	-719 Reduced 38.12%	1,167 $45,000
Q4 2020 Jan 15, 2021	BUY	$36.13 - $38.51 $2,529 - $2,695	70 Added 3.85%	1,886 $73,000
Q3 2020 Oct 14, 2020	BUY	$34.54 - $36.7 $310 - $330	9 Added 0.5%	1,816 $66,000
Q2 2020 Jul 28, 2020	BUY	$30.01 - $35.86 $19,206 - $22,950	640 Added 54.84%	1,807 $63,000
Q1 2020 Apr 22, 2020	SELL	$25.12 - $38.29 $43,809 - $66,777	-1,744 Reduced 59.91%	1,167 $37,000
Q4 2019 Jan 21, 2020	BUY	$36.77 - $37.68 $64,126 - $65,713	1,744 Added 149.44%	2,911 $109,000
Q3 2019 Oct 30, 2019	BUY	$36.77 - $37.53 $42,910 - $43,797	1,167 New	1,167 $44,000

Others Institutions Holding PFF

# of Institutions

1,087

Shares Held

185M

Call Options Held

375K

Put Options Held

1.29M

About ISHARES TRUST ISHARES PFD AND

Ticker PFF
Sector ETFs
Industry ETFs

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.