Bartlett & Co. Wealth Management LLC Ishares Core S&P U.S. Value Et 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 U.S. Value Et stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 611 shares of IUSV stock, worth $58,124. This represents 0.0% of its overall portfolio holdings.
Number of Shares
611Holding current value
$58,124% of portfolio
0.0%Shares
5 transactions
Others Institutions Holding IUSV
# of Institutions
687Shares Held
157MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC63.3MShares$6.02 Billion0.5% of portfolio
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Lpl Financial LLC Fort Mill, SC12.9MShares$1.23 Billion0.58% of portfolio
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Morgan Stanley New York, NY8.58MShares$816 Million0.06% of portfolio
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Ronald Blue Trust, Inc. Brentwood, TN4.61MShares$438 Million5.63% of portfolio
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Signaturefd, LLC Atlanta, GA4.27MShares$406 Million7.67% of portfolio