Bartlett & Co. Wealth Management LLC Ishares Tr Transaction History

Bartlett & Co. Wealth Management LLC

$6.59 Trillion
Q2 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 2,805 shares of IYE stock, worth $129,170. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,805

Previous 4,055 30.83%

Holding current value

$129,170

Previous $200 Million 32.79%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 12, 2024	SELL	$46.21 - $51.17 $57,762 - $63,962	-1,250 Reduced 30.83%	2,805 $135 Million
Q1 2023 Feb 14, 2024	BUY	$40.63 - $49.07 $12,392 - $14,966	305 Added 8.13%	4,055 $177 Million
Q1 2020 Feb 13, 2024	SELL	$12.58 - $32.54 $225,496 - $583,279	-17,925 Reduced 82.7%	3,750 $57.4 Million
Q3 2019 Feb 13, 2024	BUY	$29.89 - $34.75 $112,087 - $130,312	3,750 Added 20.92%	21,675 $688 Million
Q2 2019 Feb 13, 2024	SELL	$31.84 - $37.32 $11,940 - $13,995	-375 Reduced 2.05%	17,925 $617 Million
Q1 2019 Feb 13, 2024	SELL	$31.51 - $36.65 $1.34 Million - $1.56 Million	-42,549 Reduced 69.93%	18,300 $659 Million
Q4 2018 Feb 13, 2024	BUY	$29.27 - $43.05 $1.77 Million - $2.6 Million	60,434 Added 14562.41%	60,849 $1.9 Billion
Q3 2018 Feb 13, 2024	SELL	$39.59 - $42.74 $10,887 - $11,753	-275 Reduced 39.86%	415 $17.5 Million
Q1 2018 Feb 13, 2024	BUY	$36.21 - $42.68 $24,984 - $29,449	690 New	690 $25.5 Million

Others Institutions Holding IYE

# of Institutions

329

Shares Held

14.7M

Call Options Held

17.4K

Put Options Held

1.2K

View Full List

About ISHARES TR

Ticker IYE
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Bartlett & Co. Wealth Management LLC Ishares Tr Transaction History