Bartlett & Co. Wealth Management LLC Ishares Tr Ishares Esg Aware 1 Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.97 Trillion
  • Q3 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 69,311 shares of SUSB stock, worth $1.72 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
69,311
Previous 69,690 0.54%
Holding current value
$1.72 Million
Previous $1.71 Billion 2.18%
% of portfolio
0.03%
Previous 0.03%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
SELL
$24.38 - $25.2 $9,240 - $9,550
-379 Reduced 0.54%
69,311 $1.74 Billion
Q2 2024

Jul 12, 2024
BUY
$24.19 - $24.51 $96,687 - $97,966
3,997 Added 6.08%
69,690 $1.71 Billion
Q1 2024

May 09, 2024
BUY
$24.32 - $24.57 $44,189 - $44,643
1,817 Added 2.84%
65,693 $1.61 Billion
Q4 2023

Feb 14, 2024
BUY
$23.56 - $24.48 $41,512 - $43,133
1,762 Added 2.84%
63,876 $1.56 Billion
Q3 2023

Feb 14, 2024
SELL
$23.72 - $24.02 $41,320 - $41,842
-1,742 Reduced 2.73%
62,114 $1.48 Billion
Q2 2023

Feb 14, 2024
SELL
$23.84 - $24.2 $8,820 - $8,954
-370 Reduced 0.58%
63,856 $1.53 Billion
Q1 2023

Feb 14, 2024
SELL
$23.63 - $24.19 $5,812 - $5,950
-246 Reduced 0.38%
64,226 $1.55 Billion
Q4 2022

Feb 14, 2024
SELL
$23.19 - $23.94 $71,402 - $73,711
-3,079 Reduced 4.56%
64,472 $1.53 Billion
Q3 2022

Feb 14, 2024
BUY
$23.37 - $24.43 $29,376 - $30,708
1,257 Added 1.9%
67,551 $1.59 Billion
Q2 2022

Feb 14, 2024
SELL
$23.73 - $24.6 $39,368 - $40,811
-1,659 Reduced 2.44%
66,294 $1.6 Billion
Q1 2022

Feb 14, 2024
BUY
$24.54 - $25.63 $80,491 - $84,066
3,280 Added 5.07%
67,953 $1.67 Billion
Q4 2021

Feb 14, 2024
BUY
$25.61 - $25.99 $54,702 - $55,514
2,136 Added 3.42%
64,673 $1.66 Billion
Q3 2021

Feb 13, 2024
BUY
$25.95 - $26.1 $101,957 - $102,546
3,929 Added 6.7%
62,537 $1.62 Billion
Q2 2021

Feb 13, 2024
BUY
$25.93 - $26.12 $671,950 - $676,873
25,914 Added 79.26%
58,608 $1.53 Billion
Q1 2021

Feb 13, 2024
BUY
$25.89 - $26.17 $16,957 - $17,141
655 Added 2.04%
32,694 $849 Million
Q4 2020

Feb 13, 2024
BUY
$26.0 - $26.18 $192,920 - $194,255
7,420 Added 30.14%
32,039 $839 Million
Q3 2020

Feb 13, 2024
BUY
$25.99 - $26.18 $27,653 - $27,855
1,064 Added 4.52%
24,619 $643 Million
Q2 2020

Feb 13, 2024
BUY
$24.71 - $26.01 $582,044 - $612,665
23,555 New
23,555 $613 Million

Others Institutions Holding SUSB

# of Institutions
309
Shares Held
28M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ISHARES ESG AWARE 1

SUSB Quotes by TradingView
  • Ticker SUSB
  • Sector ETFs
  • Industry ETFs
More about SUSB
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