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 663 shares of IAT stock, worth $33,355. This represents 0.0% of its overall portfolio holdings.

Number of Shares
663
Previous 663 -0.0%
Holding current value
$33,355
Previous $32.9 Million 99.9%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024
BUY
$30.98 - $43.2 $20,539 - $28,641
663 New
663 $28 Million
Q1 2023

Feb 14, 2024
SELL
$33.67 - $53.61 $12,794 - $20,371
-380 Closed
0 $0
Q1 2022

Feb 14, 2024
BUY
$57.43 - $69.28 $21,823 - $26,326
380 New
380 $22.4 Million

Others Institutions Holding IAT

# of Institutions
188
Shares Held
5.56M
Call Options Held
46.1K
Put Options Held
56K
View Full List

About ISHARES TR

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