Baystate Wealth Management LLC Ishare Morningstar Mid Cap Gro Transaction History

Baystate Wealth Management LLC

  • $1.36 Billion
  • Q4 2023

A detailed history of Baystate Wealth Management LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Baystate Wealth Management LLC holds 693 shares of IMCG stock, worth $54,837. This represents 0.0% of its overall portfolio holdings.

Number of Shares
693
Previous 689 0.58%
Holding current value
$54,837
Previous $39,000 12.82%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 29, 2024
BUY
$53.24 - $64.9 $212 - $259
4 Added 0.58%
693 $44,000
Q2 2023

Sep 21, 2023
BUY
$55.21 - $60.94 $38,039 - $41,987
689 New
689 $41,000
Q1 2023

Apr 25, 2023
BUY
$53.41 - $60.85 $36,746 - $41,864
688 New
688 $39,000

Others Institutions Holding IMCG

# of Institutions
363
Shares Held
19.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARE MORNINGSTAR MID CAP GRO

IMCG Quotes by TradingView
  • Ticker IMCG
  • Sector ETFs
  • Industry ETFs
More about IMCG
Track This Portfolio

Track Baystate Wealth Management LLC Portfolio

Follow Baystate Wealth Management LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email