Bartlett & Co. Wealth Management LLC Ishares Russell 3000 ETF Transaction History

Bartlett & Co. Wealth Management LLC

  • $7.34 Billion
  • Q3 2025

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 3,345 shares of IWV stock, worth $1.27 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,345
Previous 3,345 -0.0%
Holding current value
$1.27 Million
Previous $1.17 Billion 99.89%
% of portfolio
0.02%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
BUY
$313.1 - $349.83 $632,462 - $706,656
2,020 Added 152.45%
3,345 $1.06 Billion
Q3 2024

Oct 17, 2024
SELL
$294.75 - $326.73 $44,212 - $49,009
-150 Reduced 10.17%
1,325 $433 Million
Q3 2022

Feb 14, 2024
BUY
$207.04 - $249.4 $31,056 - $37,410
150 Added 11.32%
1,475 $305 Million
Q2 2022

Feb 14, 2024
SELL
$210.65 - $265.31 $87,419 - $110,103
-415 Reduced 23.85%
1,325 $288 Million
Q1 2022

Feb 14, 2024
BUY
$242.02 - $279.09 $88,337 - $101,867
365 Added 26.55%
1,740 $457 Million
Q1 2021

Feb 13, 2024
BUY
$220.59 - $239.53 $4,632 - $5,030
21 Added 1.55%
1,375 $326 Million
Q4 2020

Feb 13, 2024
BUY
$191.94 - $223.55 $5,566 - $6,482
29 Added 2.19%
1,354 $303 Million
Q2 2020

Feb 13, 2024
BUY
$141.33 - $188.81 $141,330 - $188,810
1,000 Added 307.69%
1,325 $239 Million
Q1 2020

Feb 13, 2024
SELL
$128.35 - $198.13 $10,139 - $15,652
-79 Reduced 19.55%
325 $48.2 Million
Q4 2019

Feb 13, 2024
BUY
$168.6 - $189.08 $168 - $189
1 Added 0.25%
404 $76.2 Million
Q3 2019

Feb 13, 2024
BUY
$172.91 - $176.69 $17,809 - $18,199
103 Added 34.33%
403 $70 Million
Q1 2018

Feb 13, 2024
BUY
N/A
300 New
300 $46.9 Million

Others Institutions Holding IWV

# of Institutions
930
Shares Held
28.1M
Call Options Held
20.7K
Put Options Held
7.2K
View Full List

About ISHARES RUSSELL 3000 ETF

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