Bartlett & Co. Wealth Management LLC Ishares Tr Transaction History

Bartlett & Co. Wealth Management LLC

$6.97 Trillion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Feb 13, 2024	BUY	$100.96 - $110.33 $14,942 - $16,328	148 New	148 $15.4 Million

Others Institutions Holding ITA

# of Institutions

662

Shares Held

24.1M

Call Options Held

169K

Put Options Held

180K

Bank Of America Corp Charlotte, NC

9.16M
Shares

$1.35 Billion
0.11% of portfolio
Morgan Stanley New York, NY

1.81M
Shares

$268 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

905K
Shares

$133 Million
0.06% of portfolio
Ameriprise Financial Inc Minneapolis, MN

758K
Shares

$112 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

713K
Shares

$105 Million
0.02% of portfolio

About ISHARES TR

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