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 200 shares of IYR stock, worth $19,320. This represents 0.0% of its overall portfolio holdings.

Number of Shares
200
Previous 200 -0.0%
Holding current value
$19,320
Previous $19 Million 99.9%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024
BUY
$73.28 - $92.46 $14,656 - $18,492
200 New
200 $18.5 Million
Q4 2020

Feb 13, 2024
BUY
$76.87 - $86.71 $16,680 - $18,816
217 New
217 $18.6 Million

Others Institutions Holding IYR

# of Institutions
581
Shares Held
49.4M
Call Options Held
7.48M
Put Options Held
5.48M
View Full List

About ISHARES TR

IYR Quotes by TradingView
  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
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