Bartlett & Co. Wealth Management LLC Ishares Tr Core Growth Allocat Transaction History

Bartlett & Co. Wealth Management LLC

$6.89 Trillion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 Feb 13, 2024	SELL	N/A	-2 Closed	0 $0
Q2 2018 Feb 13, 2024	BUY	N/A	2 New	2 $89,000

Others Institutions Holding AOR

# of Institutions

369

Shares Held

15.1M

Call Options Held

0

Put Options Held

0

Black Rock Inc. New York, NY

1.62M
Shares

$94.5 Million
0.0% of portfolio
Jpmorgan Chase & CO New York, NY

687K
Shares

$40.2 Million
0.0% of portfolio
Richard Bernstein Advisors LLC

655K
Shares

$38.3 Million
0.86% of portfolio
Mesirow Financial Investment Management, Inc.

601K
Shares

$35.2 Million
0.72% of portfolio
Bank Of America Corp Charlotte, NC

578K
Shares

$33.8 Million
0.0% of portfolio

About ISHARES TR CORE GROWTH ALLOCAT

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