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Ishares shares owned by Baystate Wealth Management

Quarter-by-quarter ownership of Ishares (SLVP) shares owned by Baystate Wealth Management from 13F filings

Historical chart of Baystate Wealth Management investment in Ishares

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All positions including Ishares held by Baystate Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares by Baystate Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $75k 7.3k 10.18
2023-09-30 $98k 11k 8.57
2023-06-30 $110k 11k 9.66
2023-03-31 $131k 11k 11.46
2022-12-31 $120k 11k 10.52
2022-09-30 $102k 11k 8.95
2022-06-30 $113k 11k 9.91
2022-03-31 $162k 11k 14.22
2021-12-31 $147k 11k 12.90
2021-09-30 $140k 11k 12.30
2021-06-30 $175k 11k 15.38
2021-03-31 $168k 11k 14.79
2020-12-31 $194k 11k 17.08
2020-09-30 $208k 13k 15.60
2020-06-30 $179k 13k 13.42
2020-03-31 $102k 13k 7.66
2019-12-31 $149k 13k 11.19
2019-09-30 $126k 13k 9.64
2019-06-30 $117k 13k 8.95
2019-03-31 $108k 13k 8.30
2018-12-31 $106k 13k 8.15
2018-09-30 $106k 13k 8.19
2018-06-30 $130k 13k 10.05
2018-03-31 $136k 13k 10.57
2017-12-31 $141k 13k 10.96
2017-09-30 $145k 13k 11.27
2017-06-30 $141k 13k 10.96
2017-03-31 $157k 13k 12.20
2016-12-31 $145k 13k 11.27
2016-09-30 $183k 13k 14.22
2016-06-30 $170k 13k 13.21
2016-03-31 $107k 13k 8.32
2015-12-31 $72k 13k 5.60
2014-09-30 $193k 19k 10.01
2014-06-30 $248k 19k 12.86
2014-03-31 $228k 19k 11.82
2013-12-31 $203k 19k 10.52