Bartlett & Co. Wealth Management LLC Ishares Tr Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.89 Trillion
  • Q4 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 16,217 shares of IYH stock, worth $1 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
16,217
Previous 16,373 0.95%
Holding current value
$1 Million
Previous $1.06 Billion 11.21%
% of portfolio
0.01%
Previous 0.02%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
SELL
$57.53 - $65.24 $8,974 - $10,177
-156 Reduced 0.95%
16,217 $945 Million
Q2 2024

Jul 12, 2024
SELL
$58.05 - $61.75 $23,916 - $25,441
-412 Reduced 2.45%
16,373 $1 Billion
Q1 2024

May 09, 2024
BUY
$60.83 - $309.78 $812,688 - $4.14 Million
13,360 Added 390.07%
16,785 $1.04 Billion
Q4 2023

Feb 14, 2024
BUY
$257.23 - $286.28 $36,526 - $40,651
142 Added 4.33%
3,425 $981 Million
Q2 2023

Feb 14, 2024
SELL
$267.13 - $285.74 $48,350 - $51,718
-181 Reduced 5.23%
3,283 $920 Million
Q1 2023

Feb 14, 2024
SELL
$260.66 - $283.72 $45,876 - $49,934
-176 Reduced 4.84%
3,464 $946 Million
Q1 2022

Feb 14, 2024
BUY
$266.13 - $297.6 $59,879 - $66,960
225 Added 6.59%
3,640 $1.05 Billion
Q4 2021

Feb 14, 2024
BUY
$271.82 - $301.88 $16,309 - $18,112
60 Added 1.79%
3,415 $1.03 Billion
Q2 2021

Feb 13, 2024
BUY
$251.53 - $273.61 $50,306 - $54,722
200 Added 6.34%
3,355 $915 Million
Q4 2020

Feb 13, 2024
BUY
$219.61 - $245.91 $73,349 - $82,133
334 Added 11.84%
3,155 $776 Million
Q3 2020

Feb 13, 2024
BUY
$217.29 - $234.25 $417,414 - $449,994
1,921 Added 213.44%
2,821 $641 Million
Q2 2020

Feb 13, 2024
BUY
$180.66 - $222.47 $162,594 - $200,223
900 New
900 $194 Million
Q3 2019

Feb 13, 2024
SELL
$187.31 - $198.79 $182,627 - $193,820
-975 Closed
0 $0
Q2 2019

Feb 13, 2024
SELL
$180.7 - $197.36 $9,035 - $9,868
-50 Reduced 4.88%
975 $190 Million
Q4 2018

Feb 13, 2024
BUY
$170.02 - $204.02 $46,755 - $56,105
275 Added 36.67%
1,025 $187 Million
Q3 2018

Feb 13, 2024
BUY
$178.76 - $202.9 $80,442 - $91,305
450 Added 150.0%
750 $153 Million
Q2 2018

Feb 13, 2024
BUY
$168.2 - $183.1 $50,460 - $54,930
300 New
300 $53.6 Million

Others Institutions Holding IYH

# of Institutions
540
Shares Held
23.3M
Call Options Held
26K
Put Options Held
500
View Full List

About ISHARES TR

IYH Quotes by TradingView
  • Ticker IYH
  • Sector ETFs
  • Industry ETFs
More about IYH
Track This Portfolio

Track Bartlett & Co. Wealth Management LLC Portfolio

Follow Bartlett & Co. Wealth Management LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email