Bartlett & Co. Wealth Management LLC Ishares Core S&P Sm Cap ETF Transaction History
Bartlett & Co. Wealth Management LLC
- $6.97 Trillion
- Q3 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 393,236 shares of IJR stock, worth $48.6 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
393,236
Previous 358,363
9.73%
Holding current value
$48.6 Million
Previous $38.2 Billion
20.33%
% of portfolio
0.66%
Previous 0.58%
Shares
24 transactions
Others Institutions Holding IJR
# of Institutions
2,531Shares Held
494MCall Options Held
771KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$4.31 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.76 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.25 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.19 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.97 Billion0.42% of portfolio