Bartlett & Co. Wealth Management LLC Ishares Tr Transaction History

Bartlett & Co. Wealth Management LLC

  • $7.34 Billion
  • Q3 2025

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 3,618 shares of IYM stock, worth $523,958. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,618
Previous 3,618 -0.0%
Holding current value
$523,958
Previous $507 Million 99.89%
% of portfolio
0.01%
Previous 0.01%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
BUY
$128.53 - $142.03 $257,060 - $284,060
2,000 Added 123.61%
3,618 $488 Million
Q4 2024

Jan 17, 2025
SELL
$129.15 - $153.25 $41,328 - $49,040
-320 Reduced 16.51%
1,618 $210 Million
Q3 2024

Oct 17, 2024
SELL
$136.13 - $151.64 $26,545 - $29,569
-195 Reduced 9.14%
1,938 $291 Million
Q2 2024

Jul 12, 2024
SELL
$140.01 - $149.03 $7,560 - $8,047
-54 Reduced 2.47%
2,133 $299 Million
Q1 2024

May 09, 2024
SELL
$130.2 - $147.73 $99,993 - $113,456
-768 Reduced 25.99%
2,187 $323 Million
Q4 2023

Feb 14, 2024
SELL
$119.29 - $139.6 $54,396 - $63,657
-456 Reduced 13.37%
2,955 $410 Million
Q1 2023

Feb 14, 2024
SELL
$124.32 - $140.43 $6,961 - $7,864
-56 Reduced 1.62%
3,411 $452 Million
Q4 2022

Feb 14, 2024
SELL
$109.29 - $133.88 $8,087 - $9,907
-74 Reduced 2.09%
3,467 $433 Million
Q3 2022

Feb 14, 2024
SELL
$106.58 - $130.61 $7,886 - $9,665
-74 Reduced 2.05%
3,541 $383 Million
Q2 2022

Feb 14, 2024
SELL
$117.72 - $154.02 $8,358 - $10,935
-71 Reduced 1.93%
3,615 $426 Million
Q1 2022

Feb 14, 2024
BUY
$128.72 - $151.73 $35,140 - $41,422
273 Added 8.0%
3,686 $551 Million
Q4 2021

Feb 14, 2024
SELL
$125.86 - $141.73 $49,966 - $56,266
-397 Reduced 10.42%
3,413 $479 Million
Q2 2021

Feb 13, 2024
BUY
$126.01 - $141.25 $12,601 - $14,125
100 Added 2.7%
3,810 $497 Million
Q1 2021

Feb 13, 2024
SELL
$111.16 - $126.89 $40,573 - $46,314
-365 Reduced 8.96%
3,710 $466 Million
Q4 2020

Feb 13, 2024
BUY
$95.24 - $113.41 $52,953 - $63,055
556 Added 15.8%
4,075 $462 Million
Q3 2020

Feb 13, 2024
BUY
$89.06 - $104.94 $50,675 - $59,710
569 Added 19.29%
3,519 $348 Million
Q2 2020

Feb 13, 2024
BUY
$65.8 - $95.31 $7,896 - $11,437
120 Added 4.24%
2,950 $263 Million
Q2 2018

Feb 13, 2024
SELL
$94.0 - $104.36 $23,030 - $25,568
-245 Reduced 7.97%
2,830 $281 Million
Q1 2018

Feb 13, 2024
BUY
$94.17 - $108.05 $289,572 - $332,253
3,075 New
3,075 $295 Million

Others Institutions Holding IYM

# of Institutions
213
Shares Held
2.09M
Call Options Held
1.8K
Put Options Held
0
View Full List

About ISHARES TR

IYM Quotes by TradingView
  • Ticker IYM
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYM
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