Bartlett & Co. LLC Ishares Tr Transaction History

Bartlett & Co. LLC

$6.16 Billion
Q4 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Jul 31, 2018	SELL	N/A	-259 Closed	0 $0
Q1 2018 Apr 25, 2018	BUY	N/A	259 New	259 $34,000

Others Institutions Holding IYG

# of Institutions

290

Shares Held

14.2M

Call Options Held

49K

Put Options Held

35.5K

River Front Investment Group, LLC Richmond, VA

1.63M
Shares

$126 Million
2.93% of portfolio
Envestnet Asset Management Inc

1.43M
Shares

$111 Million
0.04% of portfolio
Goldman Sachs Group Inc New York, NY

1.09M
Shares

$84.5 Million
0.01% of portfolio
Morgan Stanley New York, NY

953K
Shares

$74.1 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

562K
Shares

$43.6 Million
0.02% of portfolio

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