|
Wendy R Sherman
|
executive |
iShares Core Total USD Bond Market ETF |
AGG |
ETF |
Sale
|
Feb. 2, 2022 |
$$1,001 - $15,000 |
March 23, 2022 |
|
Wendy R Sherman
|
executive |
Invesco Premier Inst |
PFIXX |
FUND |
Sale
|
Feb. 1, 2022 |
$$1,001 - $15,000 |
March 23, 2022 |
|
Wendy R Sherman
|
executive |
WCM Focused Intl GWTH Inst |
WFCGX |
FUND |
Sale
|
Feb. 1, 2022 |
$$1,001 - $15,000 |
March 23, 2022 |
|
Wendy R Sherman
|
executive |
Massachusetts ST WTR RES AUTH GREEN |
|
BOND |
Purchase
|
Jan. 4, 2022 |
$$15,001 - $50,000 |
March 8, 2022 |
|
Wendy R Sherman
|
executive |
IShares Edge MSCI Min Vol Emer |
EEMV |
ETF |
Sale
|
Aug. 17, 2021 |
$$1,001 - $15,000 |
Aug. 31, 2021 |
|
Wendy R Sherman
|
executive |
Champlain Mid Cap Fund Institutional Shares (CIPIX) |
CIPIX |
FUND |
Purchase
|
Aug. 17, 2021 |
$$15,001 - $50,000 |
Aug. 31, 2021 |
|
Wendy R Sherman
|
executive |
WCM Focused Intl Gwth Inst |
WCIKX |
FUND |
Purchase
|
Aug. 17, 2021 |
$$15,001 - $50,000 |
Aug. 31, 2021 |
|
Wendy R Sherman
|
executive |
Vanguard Dividend Appreciation xx |
VIG |
ETF |
Purchase
|
Aug. 17, 2021 |
$$15,001 - $50,000 |
Aug. 31, 2021 |
|
Wendy R Sherman
|
executive |
IShares Edge MSCI US Momentum xx |
MTUM |
ETF |
Purchase
|
Aug. 17, 2021 |
$$1,001 - $15,000 |
Aug. 31, 2021 |
|
Wendy R Sherman
|
executive |
Matthews Asia Dividend Inst xx |
MADIX |
FUND |
Purchase
|
Aug. 17, 2021 |
$$1,001 - $15,000 |
Aug. 31, 2021 |
|
Wendy R Sherman
|
executive |
Vanguard Dividend Appreciation xx |
VIG |
ETF |
Purchase
|
Aug. 17, 2021 |
$$15,001 - $50,000 |
Aug. 31, 2021 |
|
Wendy R Sherman
|
executive |
IShares Russell Midcap V ETF |
IWMV |
ETF |
Purchase
|
Aug. 17, 2021 |
$$1,001 - $15,000 |
Aug. 31, 2021 |
|
Wendy R Sherman
|
executive |
Schwab US DVD Equity ETF |
SCHD |
ETF |
Purchase
|
Aug. 17, 2021 |
$$1,001 - $15,000 |
Aug. 31, 2021 |
|
Wendy R Sherman
|
executive |
WCM Focused Intl Gwth Inst |
WCIKX |
FUND |
Purchase
|
Aug. 17, 2021 |
$$1,001 - $15,000 |
Aug. 31, 2021 |
|
Wendy R Sherman
|
executive |
IShares Edge MSCI Min Vol Emer |
EEMV |
ETF |
Sale
|
Aug. 17, 2021 |
$$1,001 - $15,000 |
Aug. 31, 2021 |
|
Wendy R Sherman
|
executive |
WCM Focused Intl Grth Inst |
WCFGX |
FUND |
Purchase
|
Aug. 17, 2021 |
$$1,001 - $15,000 |
Aug. 31, 2021 |
|
Wendy R Sherman
|
executive |
Massachusetts St Transn FD Rev |
|
BOND |
Purchase
|
June 24, 2021 |
$$50,001 - $100,000 |
Aug. 27, 2021 |
|
Wendy R Sherman
|
executive |
SPDR Gold TR Gold SHS |
GLD |
ETF |
Sale
|
May 19, 2021 |
$$1,001 - $15,000 |
July 20, 2021 |
|
Wendy R Sherman
|
executive |
Blackrock Health Science Opp 1 |
|
FUND |
Sale
|
May 19, 2021 |
$$15,001 - $50,000 |
July 20, 2021 |
|
Wendy R Sherman
|
executive |
SPDR Gold TR Gold SHS |
GLD |
ETF |
Sale
|
May 19, 2021 |
$$15,001 - $50,000 |
July 20, 2021 |
|
Wendy R Sherman
|
executive |
SPDR Gold TR Gold SHS |
GLD |
ETF |
Sale
|
May 19, 2021 |
$$1,001 - $15,000 |
July 20, 2021 |
|
Wendy R Sherman
|
executive |
SPDR GOLD TR GOLD SHS |
GLD |
ETF |
Sale
|
May 19, 2021 |
$$50,001 - $100,000 |
July 20, 2021 |
|
Wendy R Sherman
|
executive |
SPDR GOLD TR GOLD SHS |
GLD |
ETF |
Sale
|
May 19, 2021 |
$$50,001 - $100,000 |
July 20, 2021 |
|
Wendy R Sherman
|
executive |
Blackrock Health Science Opp 1 |
|
FUND |
Sale
|
May 19, 2021 |
$$15,001 - $50,000 |
July 20, 2021 |
|
Wendy R Sherman
|
executive |
SPDR Gold TR Gold SHS |
GLD |
ETF |
Sale
|
May 19, 2021 |
$$15,001 - $50,000 |
July 20, 2021 |