Baystate Wealth Management LLC Purchases in Q4 2023

Baystate Wealth Management LLC

  • $1.36 Billion
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
136K
+ 20.04%
$91.67 - $99.66 $12.5M - $13.6M
817K $81.1M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
109K
+ 3.78%
$29.46 - $34.07 $3.22M - $3.72M
3M $102M
PRF
Invesco Exchange Traded Fd Tr

ETFs
60.5K
+ 2.28%
$30.37 - $35.31 $1.84M - $2.14M
2.71M $95.4M
IVV
Ishares Core S&P 500 ETF

ETFs
1.96K
+ 1.08%
$412.55 - $479.0 $807K - $937K
184K $87.7M
OMFL
Invesco Exchange Traded Self I

ETFs
39.3K
+ 3.35%
$43.21 - $51.71 $1.7M - $2.03M
1.21M $62.3M
VTV
Vanguard Value ETF

ETFs
14.9K
+ 3.22%
$131.82 - $149.95 $1.96M - $2.23M
477K $71.3M
IWR
Ishares Russell Mid Cap ETF

ETFs
20.4K
+ 3.25%
$64.84 - $78.27 $1.32M - $1.6M
648K $50.4M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
11.6K
+ 3.2%
$81.22 - $100.75 $940K - $1.17M
373K $37M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
58.4K
+ 5.91%
$37.74 - $41.31 $2.2M - $2.41M
1.05M $43M
VLUE
Ishares Msci Usa Value Factor

ETFs
9.19K
+ 3.69%
$85.95 - $101.55 $789K - $933K
258K $26.1M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2K
+ 1.19%
$127.66 - $147.99 $255K - $296K
169K $24.9M
RODM
Hartford Multifactor Developed

ETFs
32.4K
+ 3.74%
$24.4 - $27.6 $790K - $894K
899K $24.7M
SYK
Stryker Corp

Healthcare
5
+ 0.01%
$253.85 - $299.46 $1.27K - $1.5K
75.9K $22.7M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.04K
+ 0.66%
$68.04 - $73.9 $207K - $225K
462K $34M
AAPL
Apple Inc.

Technology
1.71K
+ 2.54%
$166.89 - $198.11 $285K - $338K
69.1K $13.3M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
32.3K
+ 109.59%
$44.12 - $47.93 $1.43M - $1.55M
61.8K $2.95M
ICSH
Blackrock Ultra Short Term Bon

ETFs
31.6K
+ 2.8%
$50.18 - $50.48 $1.59M - $1.6M
1.16M $58.4M
OEF
Ishares S&P 100 ETF

ETFs
6.83K
+ 404.32%
$193.71 - $224.12 $1.32M - $1.53M
8.51K $1.9M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
13.5K
+ 3.32%
$27.19 - $31.79 $368K - $430K
420K $13.3M
MSFT
Microsoft Corp

Technology
1.13K
+ 6.55%
$313.39 - $382.7 $355K - $434K
18.5K $6.94M
EEM
Ishares Msci Emerging Markets

ETFs
1.18K
+ 0.23%
$36.53 - $40.3 $42.9K - $47.4K
511K $20.5M
VUG
Vanguard Growth ETF

ETFs
1.1K
+ 5.07%
$261.54 - $312.16 $287K - $342K
22.7K $7.06M
MUB
Ishares National Muni Bond ETF

ETFs
6.58K
+ 8.69%
$100.97 - $108.77 $665K - $716K
82.3K $8.93M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
28.9K
New
$31.25 - $38.22 $904K - $1.11M
28.9K $1.09M
IXC
Ishares Tr Global Energy ETF

ETFs
26.7K
New
$38.15 - $42.12 $1.02M - $1.12M
26.7K $1.04M
IYW
Ishares Dj Us Tech ETF

ETFs
4.69K
+ 28.78%
$101.31 - $123.31 $475K - $578K
21K $2.57M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
14.9K
+ 473.63%
$47.86 - $55.5 $714K - $828K
18.1K $1M
IMGN
Immuno Gen, Inc.

Healthcare
24.1K
New
$12.46 - $29.95 $300K - $722K
24.1K $714K
TFLO
Ishares Treasury Floating Rate

ETFs
14.1K
+ 328.95%
$50.37 - $50.75 $713K - $718K
18.4K $931K
GOOGL
Alphabet Inc.

Communication Services
3.91K
+ 36.41%
$122.17 - $141.52 $478K - $554K
14.7K $2.05M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
8.29K
+ 15.35%
$44.98 - $51.04 $373K - $423K
62.3K $3.18M
CRM
Salesforce, Inc.

Technology
24
+ 0.23%
$196.25 - $267.25 $4.71K - $6.41K
10.5K $2.76M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
2.15K
+ 3.06%
$65.9 - $75.7 $142K - $163K
72.6K $5.48M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
11.3K
+ 83.51%
$49.4 - $51.28 $559K - $580K
24.8K $1.27M
EBC
Eastern Bankshares, Inc.

Financial Services
40.5K
+ 283.5%
$11.0 - $14.72 $445K - $596K
54.7K $777K
LLY
Eli Lilly & CO

Healthcare
945
+ 99.16%
$525.19 - $619.13 $496K - $585K
1.9K $1.11M
GOOG
Alphabet Inc.

Communication Services
3.52K
+ 33.04%
$123.4 - $142.82 $434K - $502K
14.2K $2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.36K
+ 26.22%
$87.61 - $110.11 $295K - $370K
16.2K $1.75M
EFA
Ishares Tr Msci Eafe ETF

ETFs
5.16K
+ 26.78%
$65.84 - $75.47 $340K - $389K
24.4K $1.84M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
289
+ 0.34%
$52.38 - $61.98 $15.1K - $17.9K
85.3K $5.28M
SPTL
Spdr Portfolio Long Term Treas

ETFs
1.77K
+ 1.28%
$24.55 - $29.44 $43.5K - $52.1K
140K $4.06M
TRV
Travelers Companies, Inc.

Financial Services
2.27K
+ 424.34%
$157.92 - $190.49 $358K - $432K
2.8K $533K
AMZN
Amazon Com Inc

Consumer Cyclical
576
+ 4.06%
$119.57 - $154.07 $68.9K - $88.7K
14.8K $2.24M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
613
+ 1.9%
$89.99 - $105.25 $55.2K - $64.5K
32.9K $3.45M
SPY
Spdr S&P 500 ETF Trust

ETFs
326
+ 6.12%
$410.68 - $476.69 $134K - $155K
5.65K $2.69M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
5.49K
+ 6.05%
$32.04 - $36.15 $176K - $199K
96.2K $3.46M
DELL
Dell Technologies Inc.

Technology
4.47K
+ 265.46%
$64.51 - $77.26 $289K - $346K
6.16K $471K
UNP
Union Pacific Corp

Industrials
45
+ 0.6%
$200.64 - $246.02 $9.03K - $11.1K
7.57K $1.86M
IWP
Ishares Russell Mid Cap Growth

ETFs
961
+ 6.17%
$85.66 - $105.12 $82.3K - $101K
16.5K $1.73M
Activity Summary
Buys All Purchases 843 New Holdings 338 Increased Positions 505 Sells All Sells 161 Reductions 161 Sold out 0 Options Calls 0 Puts 0
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