Bartlett & Co. Wealth Management LLC Ishares Msci Usa Value Factor Transaction History

Bartlett & Co. Wealth Management LLC

  • $7.34 Billion
  • Q3 2025

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 76 shares of VLUE stock, worth $9,930. This represents 0.0% of its overall portfolio holdings.

Number of Shares
76
Previous 76 -0.0%
Holding current value
$9,930
Previous $8.6 Million 99.9%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
BUY
$99.14 - $109.18 $198 - $218
2 Added 2.7%
76 $8.29 Million
Q2 2024

Jul 12, 2024
BUY
$100.16 - $107.88 $7,411 - $7,983
74 New
74 $7.66 Million

Others Institutions Holding VLUE

# of Institutions
496
Shares Held
50.3M
Call Options Held
100
Put Options Held
0
View Full List

About ISHARES MSCI USA VALUE FACTOR

VLUE Quotes by TradingView
  • Ticker VLUE
  • Sector ETFs
  • Industry ETFs
More about VLUE
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