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 6,132 shares of IYJ stock, worth $835,668. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,132
Previous 6,132 -0.0%
Holding current value
$835,668
Previous $732 Million 11.91%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024

SELL
$119.1 - $125.05 $10,957 - $11,504
-92 Reduced 1.48%
6,132 $732 Million
Q4 2023

Feb 14, 2024

SELL
$95.31 - $114.66 $10,484 - $12,612
-110 Reduced 1.74%
6,224 $714 Million
Q1 2023

Feb 14, 2024

SELL
$95.26 - $104.26 $9,716 - $10,634
-102 Reduced 1.58%
6,334 $634 Million
Q2 2022

Feb 14, 2024

SELL
$86.15 - $105.81 $86 - $105
-1 Reduced 0.02%
6,436 $567 Million
Q1 2022

Feb 14, 2024

BUY
$97.52 - $114.07 $82,989 - $97,073
851 Added 15.23%
6,437 $679 Million
Q4 2021

Feb 14, 2024

BUY
$104.49 - $114.29 $316,186 - $345,841
3,026 Added 118.2%
5,586 $630 Million
Q2 2021

Feb 13, 2024

BUY
$106.5 - $112.79 $38,127 - $40,378
358 Added 16.26%
2,560 $284 Million
Q4 2020

Feb 13, 2024

BUY
$81.66 - $97.19 $129,267 - $153,851
1,583 Added 255.74%
2,202 $214 Million
Q3 2020

Feb 13, 2024

BUY
$74.42 - $87.03 $37,135 - $43,427
499 Added 415.83%
619 $103 Million
Q2 2020

Feb 13, 2024

BUY
$58.74 - $81.28 $7,048 - $9,753
120 New
120 $18.1 Million

Others Institutions Holding IYJ

About ISHARES TR


  • Ticker IYJ
  • Sector ETFs
  • Industry ETFs
More about IYJ
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.