Bartlett & Co. Wealth Management LLC Ishares Tr Russell 200 Growth Transaction History
Bartlett & Co. Wealth Management LLC
- $6.97 Trillion
- Q3 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 $2,970. This represents 0.0% of its overall portfolio holdings.
Number of Shares
13
Previous 13
-0.0%
Holding current value
$2,970
Previous $2.79 Million
2.58%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding IWY
# of Institutions
528Shares Held
49.9MCall Options Held
12.3KPut Options Held
5.1K-
Tiaa Trust, National Association Charlotte, NC6.55MShares$1.5 Billion4.33% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.36 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.24MShares$1.2 Billion4.13% of portfolio
-
First Citizens Bank & Trust CO5.01MShares$1.14 Billion16.88% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.06MShares$470 Million0.12% of portfolio