Baystate Wealth Management LLC Ishares Msci Usa Size Factor E Transaction History

Baystate Wealth Management LLC

  • $1.36 Billion
  • Q4 2023

A detailed history of Baystate Wealth Management LLC transactions in Ishares Msci Usa Size Factor E stock. As of the latest transaction made, Baystate Wealth Management LLC holds 197 shares of SIZE stock, worth $30,743. This represents 0.0% of its overall portfolio holdings.

Number of Shares
197
Previous 294 32.99%
Holding current value
$30,743
Previous $34,000 26.47%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 29, 2024
SELL
$110.3 - $132.81 $10,699 - $12,882
-97 Reduced 32.99%
197 $25,000
Q2 2023

Sep 21, 2023
BUY
$113.7 - $122.74 $33,427 - $36,085
294 New
294 $36,000
Q1 2023

Apr 25, 2023
SELL
$111.8 - $126.52 $4,472 - $5,060
-40 Reduced 12.01%
293 $34,000
Q4 2022

Jan 12, 2023
BUY
$103.98 - $120.71 $34,625 - $40,196
333 New
333 $38,000
Q2 2020

Jul 28, 2020
SELL
$67.45 - $95.16 $3,709 - $5,233
-55 Closed
0 $0
Q1 2020

Apr 22, 2020
BUY
$61.43 - $100.96 $3,378 - $5,552
55 New
55 $4,000

Others Institutions Holding SIZE

# of Institutions
72
Shares Held
1.67M
Call Options Held
0
Put Options Held
1.2K
View Full List

About ISHARES MSCI USA SIZE FACTOR E

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