Bartlett & Co. Wealth Management LLC Ishares S&P Midcap 400 Growth Transaction History

Bartlett & Co. Wealth Management LLC

$6.5 Trillion
Q1 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 1,116 shares of IJK stock, worth $97,337. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,116

Previous 1,041 7.2%

Holding current value

$97,337

Previous $83.2 Million 22.36%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	BUY	$76.81 - $91.25 $5,760 - $6,843	75 Added 7.2%	1,116 $102 Million
Q4 2023 Feb 14, 2024	BUY	$67.78 - $80.04 $70,558 - $83,321	1,041 New	1,041 $83.2 Million
Q3 2023 Feb 14, 2024	SELL	$71.48 - $77.94 $25,875 - $28,214	-362 Closed	0 $0
Q2 2023 Feb 14, 2024	SELL	$69.13 - $75.0 $41,478 - $45,000	-600 Reduced 62.37%	362 $27.2 Million
Q1 2023 Feb 14, 2024	BUY	$67.77 - $74.78 $40,662 - $44,868	600 Added 165.75%	962 $68.8 Million

Q1 2022 Feb 14, 2024	BUY	N/A	362 New	362 $28 Million
Q4 2019 Feb 13, 2024	SELL	N/A	-325 Closed	0 $0
Q1 2018 Feb 13, 2024	BUY	N/A	325 New	325 $71 Million

Others Institutions Holding IJK

# of Institutions

868

Shares Held

70.7M

Call Options Held

3.3K

Put Options Held

200

View Full List

About ISHARES S&P MIDCAP 400 GROWTH

Ticker IJK
Sector ETFs
Industry ETFs

More about IJK

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Bartlett & Co. Wealth Management LLC Ishares S&P Midcap 400 Growth Transaction History