Bartlett & Co. Wealth Management LLC Ishares Tr Esg Screened S&P Mi Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.59 Trillion
  • Q2 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Ishares Tr Esg Screened S&P Mi stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 850 shares of XJH stock, worth $35,657. This represents 0.0% of its overall portfolio holdings.

Number of Shares
850
Previous 850 -0.0%
Holding current value
$35,657
Previous $34.9 Million 3.67%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Feb 14, 2024
SELL
$32.2 - $36.99 $34,132 - $39,209
-1,060 Reduced 55.5%
850 $28.9 Million
Q4 2022

Feb 14, 2024
BUY
$30.27 - $34.91 $32,086 - $37,004
1,060 Added 124.71%
1,910 $62.7 Million
Q1 2022

Feb 14, 2024
BUY
$34.21 - $39.2 $29,078 - $33,320
850 New
850 $31.1 Million

Others Institutions Holding XJH

# of Institutions
116
Shares Held
3.53M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG SCREENED S&P MI

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