Bartlett & Co. Wealth Management LLC Ishares, Inc. Ishares Esg Awar Transaction History

Bartlett & Co. Wealth Management LLC

$6.97 Trillion
Q3 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Ishares, Inc. Ishares Esg Awar stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 5,580 shares of ESGE stock, worth $190,278. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,580

Previous 5,525 1.0%

Holding current value

$190,278

Previous $185 Million 9.67%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$32.04 - $37.11 $1,762 - $2,041	55 Added 1.0%	5,580 $203 Million
Q1 2024 May 09, 2024	BUY	$29.99 - $32.59 $79,473 - $86,363	2,650 Added 92.17%	5,525 $178 Million
Q4 2022 Feb 14, 2024	SELL	$26.89 - $31.56 $169,272 - $198,670	-6,295 Reduced 68.65%	2,875 $86.5 Million
Q3 2022 Feb 14, 2024	BUY	$27.67 - $32.89 $21,859 - $25,983	790 Added 9.43%	9,170 $254 Million
Q2 2022 Feb 14, 2024	BUY	$31.92 - $38.05 $54,295 - $64,723	1,701 Added 25.47%	8,380 $271 Million
Q1 2022 Feb 14, 2024	BUY	$33.66 - $41.37 $113,232 - $139,168	3,364 Added 101.48%	6,679 $245 Million
Q3 2021 Feb 13, 2024	BUY	$40.74 - $44.79 $135,053 - $148,478	3,315 New	3,315 $137 Million

Others Institutions Holding ESGE

# of Institutions

547

Shares Held

101M

Call Options Held

Put Options Held

View Full List

About ISHARES, INC. ISHARES ESG AWAR

Ticker ESGE
Sector ETFs
Industry ETFs

More about ESGE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bartlett & Co. Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bartlett & Co. Wealth Management LLC with notifications on news.

Account

Bartlett & Co. Wealth Management LLC Ishares, Inc. Ishares Esg Awar Transaction History