Bartlett & Co. Wealth Management LLC BlackRock Inc Com Transaction History

Bartlett & Co. Wealth Management LLC

  • $7.16 Trillion
  • Q2 2025
Number of Shares
1,951
Previous 2,061 5.34%
Holding current value
$2.05 Billion
Previous $1.95 Billion 4.94%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
SELL
N/A
-110 Reduced 5.34%
1,951 $2.05 Billion
Q1 2025

Apr 24, 2025
BUY
N/A
376 Added 22.31%
2,061 $1.95 Billion
Q4 2024

Jan 17, 2025
BUY
N/A
1,685 New
1,685 $1.73 Billion
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