Baystate Wealth Management LLC Ishares Tr Transaction History

Baystate Wealth Management LLC

$1.36 Billion
Q4 2023

A detailed history of Baystate Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Baystate Wealth Management LLC holds 282 shares of IYJ stock, worth $40,317. This represents 0.0% of its overall portfolio holdings.

Number of Shares

282

Previous 116 143.1%

Holding current value

$40,317

Previous $11,000 190.91%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 29, 2024	BUY	$95.31 - $114.66 $15,821 - $19,033	166 Added 143.1%	282 $32,000
Q2 2023 Sep 21, 2023	BUY	$96.6 - $106.04 $11,205 - $12,300	116 New	116 $12,000
Q4 2022 Jan 12, 2023	BUY	$84.86 - $101.21 $84 - $101	1 Added 0.87%	116 $11,000
Q1 2022 Apr 19, 2022	BUY	$97.52 - $114.07 $97 - $114	1 Added 0.88%	115 $12,000
Q4 2020 Jan 15, 2021	BUY	$81.66 - $97.19 $4,654 - $5,539	57 Added 100.0%	114 $11,000

Q3 2020 Oct 14, 2020	BUY	$74.42 - $87.03 $74 - $87	1 Added 1.79%	57 $10,000
Q2 2020 Jul 28, 2020	SELL	$58.74 - $81.28 $58 - $81	-1 Reduced 1.75%	56 $9,000
Q1 2020 Apr 22, 2020	BUY	$52.08 - $87.1 $52 - $87	1 Added 1.79%	57 $7,000
Q3 2019 Oct 30, 2019	BUY	$75.18 - $80.81 $75 - $80	1 Added 1.82%	56 $9,000
Q1 2018 Apr 24, 2018	BUY	$70.82 - $79.05 $3,895 - $4,347	55 New	55 $8,000

Others Institutions Holding IYJ

# of Institutions

344

Shares Held

6.6M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker IYJ
Sector ETFs
Industry ETFs

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Baystate Wealth Management LLC Ishares Tr Transaction History