Bartlett & Co. Wealth Management LLC Ishares S&P Midcap 400 Value E Transaction History
Bartlett & Co. Wealth Management LLC
- $6.89 Trillion
- Q4 2024
Shares
3 transactions
Others Institutions Holding IJJ
# of Institutions
824Shares Held
40.7MCall Options Held
8.9KPut Options Held
2K-
Morgan Stanley New York, NY4.03MShares$523 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.53MShares$458 Million0.1% of portfolio
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Bank Of America Corp Charlotte, NC2.31MShares$300 Million0.02% of portfolio
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Ubs Group Ag1.93MShares$250 Million0.05% of portfolio
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Envestnet Asset Management Inc1.8MShares$233 Million0.07% of portfolio