Bartlett & Co. Wealth Management LLC Ishares Tr Russell 200 Growth Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.89 Trillion
  • Q4 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 13 shares of IWY stock, worth $2,736. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13
Previous 13 -0.0%
Holding current value
$2,736
Previous $2.86 Million 6.92%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Feb 14, 2024
SELL
$119.49 - $146.95 $597 - $734
-5 Reduced 27.78%
13 $1.55 Million
Q2 2022

Feb 14, 2024
BUY
$120.18 - $161.96 $600 - $809
5 Added 38.46%
18 $2.25 Million
Q1 2022

Feb 14, 2024
BUY
$141.01 - $175.1 $1,833 - $2,276
13 New
13 $2.07 Million

Others Institutions Holding IWY

# of Institutions
616
Shares Held
57.7M
Call Options Held
3.4K
Put Options Held
2.2K
View Full List

About ISHARES TR RUSSELL 200 GROWTH

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