Bartlett & Co. Wealth Management LLC Ishares Morningstar U.S. Equit Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.97 Trillion
  • Q3 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 180 shares of ILCB stock, worth $14,729. This represents 0.0% of its overall portfolio holdings.

Number of Shares
180
Previous 180 -0.0%
Holding current value
$14,729
Previous $13.5 Million 5.4%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Feb 13, 2024
BUY
$56.68 - $60.74 $7,651 - $8,199
135 Added 300.0%
180 $10.9 Million
Q4 2019

Feb 13, 2024
SELL
$40.83 - $46.21 $204 - $231
-5 Reduced 10.0%
45 $8.3 Million
Q1 2018

Feb 13, 2024
BUY
N/A
50 New
50 $7.67 Million

Others Institutions Holding ILCB

# of Institutions
173
Shares Held
4.66M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR U.S. EQUIT

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