Baystate Wealth Management LLC IWR Holdings History
Baystate Wealth Management LLC's iShares Russell Mid-Cap ETF Holding Summary
As of 2023-12-31, Baystate Wealth Management LLC held 648,382.00 shares of iShares Russell Mid-Cap ETF(IWR), totaling $50.40 Mil. This investment constitutes 3.7% of their stock portfolio, and Baystate Wealth Management LLC now holds 0.16% of the outstanding iShares Russell Mid-Cap ETF(IWR) stock.
The initial trade took place in 2013Q4. And since then Baystate Wealth Management LLC has made 25 purchases of IWR, at an average price of $46.11, for a total of 1.92 Mil shares. In addition, there have been 8 sales at an average price of $56.59 for 1.27 Mil shares. Based on historical transaction data and IWR's current price of $91.39, Baystate Wealth Management LLC's estimated gain on his IWR holdings is $42.65 Mil, reflecting a 48.26% gain to date.
Baystate Wealth Management LLC IWR ($91.39) Holding Chart
Baystate Wealth Management LLC IWR ($91.39) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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