Bartlett & Co. Wealth Management LLC Ishares Tr Transaction History

Bartlett & Co. Wealth Management LLC

$7.34 Billion
Q3 2025

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 1,191 shares of GVI stock, worth $128,544. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,191

Previous 1,186 0.42%

Holding current value

$128,544

Previous $127 Million 99.9%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	BUY	$105.8 - $107.81 $529 - $539	5 Added 0.42%	1,191 $127,000
Q2 2025 Jul 18, 2025	BUY	$104.82 - $106.79 $628 - $640	6 Added 0.51%	1,186 $127 Million
Q1 2025 Apr 24, 2025	BUY	$103.49 - $106.02 $61,990 - $63,505	599 Added 103.1%	1,180 $125 Million
Q4 2024 Jan 17, 2025	SELL	$103.89 - $107.05 $3,012 - $3,104	-29 Reduced 4.75%	581 $60.6 Million
Q2 2024 Jul 12, 2024	BUY	$102.13 - $104.03 $52,392 - $53,367	513 Added 528.87%	610 $63.3 Million
Q4 2023 Feb 14, 2024	BUY	$100.06 - $104.91 $9,705 - $10,176	97 New	97 $10.2 Million
Q2 2020 Feb 13, 2024	SELL	$114.67 - $117.72 $22,934 - $23,544	-200 Closed	0 $0
Q4 2019 Feb 13, 2024	SELL	$112.46 - $113.86 $33,738 - $34,158	-300 Reduced 60.0%	200 $22.5 Million
Q1 2018 Feb 13, 2024	BUY	$107.67 - $109.65 $53,835 - $54,825	500 New	500 $54.1 Million

Others Institutions Holding GVI

# of Institutions

303

Shares Held

27.8M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker GVI
Sector ETFs
Industry ETFs

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Bartlett & Co. Wealth Management LLC Ishares Tr Transaction History