Bartlett & Co. Wealth Management LLC Ishares S&P Smallcap 600 Value Transaction History

Bartlett & Co. Wealth Management LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Feb 14, 2024	SELL	$87.64 - $100.82 $350 - $403	-4 Closed	0 $0
Q4 2022 Feb 14, 2024	SELL	$89.32 - $97.98 $274,926 - $301,582	-3,078 Reduced 99.87%	4 $365,000
Q2 2021 Feb 13, 2024	SELL	N/A	-212 Reduced 6.44%	3,082 $325 Million
Q4 2020 Feb 13, 2024	BUY	N/A	1,647 Added 100.0%	3,294 $268 Million
Q2 2020 Feb 13, 2024	BUY	N/A	1,647 New	1,647 $198 Million

Q4 2018 Feb 13, 2024	SELL	N/A	-400 Closed	0 $0
Q1 2018 Feb 13, 2024	BUY	N/A	400 New	400 $60.3 Million

810

42.2M

38.3K

16K

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