Bartlett & Co. Wealth Management LLC Ishares Core S&P U.S Growth Et Transaction History

Bartlett & Co. Wealth Management LLC

$7.16 Trillion
Q2 2025

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 345 shares of IUSG stock, worth $53,682. This represents 0.0% of its overall portfolio holdings.

Number of Shares

345

Previous 322 7.14%

Holding current value

$53,682

Previous $40.9 Million 26.8%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 18, 2025	BUY	$113.67 - $150.4 $2,614 - $3,459	23 Added 7.14%	345 $51.9 Million
Q2 2024 Jul 12, 2024	BUY	$109.98 - $128.59 $35,413 - $41,405	322 New	322 $41 Million
Q1 2023 Feb 14, 2024	SELL	$79.81 - $88.77 $10,933 - $12,161	-137 Closed	0 $0
Q3 2021 Feb 13, 2024	SELL	$101.41 - $109.45 $8,619 - $9,303	-85 Reduced 38.29%	137 $14 Million
Q1 2021 Feb 13, 2024	BUY	$85.7 - $93.77 $7,284 - $7,970	85 Added 62.04%	222 $20.2 Million
Q4 2020 Feb 13, 2024	BUY	$77.7 - $88.69 $6,682 - $7,627	86 Added 168.63%	137 $12.2 Million
Q3 2020 Feb 13, 2024	BUY	$72.62 - $86.26 $3,703 - $4,399	51 New	51 $4.08 Million

Others Institutions Holding IUSG

# of Institutions

843

Shares Held

121M

Call Options Held

300

Put Options Held

100

View Full List

About ISHARES CORE S&P U.S GROWTH ET

Ticker IUSG
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Bartlett & Co. Wealth Management LLC Ishares Core S&P U.S Growth Et Transaction History