Bartlett & Co. Wealth Management LLC Ishares Tr Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.79 Trillion
  • Q1 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 7,368 shares of IYJ stock, worth $933,599. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,368
Previous 6,132 20.16%
Holding current value
$933,599
Previous $819 Million 17.15%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Apr 24, 2025
BUY
$127.48 - $142.0 $157,565 - $175,512
1,236 Added 20.16%
7,368 $959 Million
Q2 2024

Jul 12, 2024
SELL
$119.1 - $125.05 $10,957 - $11,504
-92 Reduced 1.48%
6,132 $732 Million
Q4 2023

Feb 14, 2024
SELL
$95.31 - $114.66 $10,484 - $12,612
-110 Reduced 1.74%
6,224 $714 Million
Q1 2023

Feb 14, 2024
SELL
$95.26 - $104.26 $9,716 - $10,634
-102 Reduced 1.58%
6,334 $634 Million
Q2 2022

Feb 14, 2024
SELL
$86.15 - $105.81 $86 - $105
-1 Reduced 0.02%
6,436 $567 Million
Q1 2022

Feb 14, 2024
BUY
$97.52 - $114.07 $82,989 - $97,073
851 Added 15.23%
6,437 $679 Million
Q4 2021

Feb 14, 2024
BUY
$104.49 - $114.29 $316,186 - $345,841
3,026 Added 118.2%
5,586 $630 Million
Q2 2021

Feb 13, 2024
BUY
$106.5 - $112.79 $38,127 - $40,378
358 Added 16.26%
2,560 $284 Million
Q4 2020

Feb 13, 2024
BUY
$81.66 - $97.19 $129,267 - $153,851
1,583 Added 255.74%
2,202 $214 Million
Q3 2020

Feb 13, 2024
BUY
$74.42 - $87.03 $37,135 - $43,427
499 Added 415.83%
619 $103 Million
Q2 2020

Feb 13, 2024
BUY
$58.74 - $81.28 $7,048 - $9,753
120 New
120 $18.1 Million

Others Institutions Holding IYJ

# of Institutions
340
Shares Held
6.5M
Call Options Held
35.9K
Put Options Held
11.8K
View Full List

About ISHARES TR

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