Bartlett & Co. Wealth Management LLC Ishares Tr Transaction History

Bartlett & Co. Wealth Management LLC

  • $7.34 Billion
  • Q3 2025

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 305 shares of IYE stock, worth $13,853. This represents 0.0% of its overall portfolio holdings.

Number of Shares
305
Previous 305 -0.0%
Holding current value
$13,853
Previous $13.8 Million 99.9%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
SELL
$43.93 - $51.37 $109,825 - $128,425
-2,500 Reduced 89.13%
305 $13.9 Million
Q2 2024

Jul 12, 2024
SELL
$46.21 - $51.17 $57,762 - $63,962
-1,250 Reduced 30.83%
2,805 $135 Million
Q1 2023

Feb 14, 2024
BUY
$40.63 - $49.07 $12,392 - $14,966
305 Added 8.13%
4,055 $177 Million
Q1 2020

Feb 13, 2024
SELL
$12.58 - $32.54 $225,496 - $583,279
-17,925 Reduced 82.7%
3,750 $57.4 Million
Q3 2019

Feb 13, 2024
BUY
$29.89 - $34.75 $112,087 - $130,312
3,750 Added 20.92%
21,675 $688 Million
Q2 2019

Feb 13, 2024
SELL
$31.84 - $37.32 $11,940 - $13,995
-375 Reduced 2.05%
17,925 $617 Million
Q1 2019

Feb 13, 2024
SELL
$31.51 - $36.65 $1.34 Million - $1.56 Million
-42,549 Reduced 69.93%
18,300 $659 Million
Q4 2018

Feb 13, 2024
BUY
$29.27 - $43.05 $1.77 Million - $2.6 Million
60,434 Added 14562.41%
60,849 $1.9 Billion
Q3 2018

Feb 13, 2024
SELL
$39.59 - $42.74 $10,887 - $11,753
-275 Reduced 39.86%
415 $17.5 Million
Q1 2018

Feb 13, 2024
BUY
$36.21 - $42.68 $24,984 - $29,449
690 New
690 $25.5 Million

Others Institutions Holding IYE

# of Institutions
316
Shares Held
14.7M
Call Options Held
8.6K
Put Options Held
0
View Full List

About ISHARES TR

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