Bartlett & Co. Wealth Management LLC Ishares Core S&P Sm Cap ETF Transaction History
Bartlett & Co. Wealth Management LLC
- $6.59 Trillion
- Q2 2024
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 358,363 shares of IJR stock, worth $41.5 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
358,363
Previous 349,522
2.53%
Holding current value
$41.5 Million
Previous $38.6 Billion
1.05%
% of portfolio
0.58%
Previous 0.59%
Shares
23 transactions
Others Institutions Holding IJR
# of Institutions
2,476Shares Held
489MCall Options Held
727KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$4.04 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.52 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.11 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.1MShares$1.98 Billion0.65% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.84 Billion0.42% of portfolio