Bartlett & Co. Wealth Management LLC Ishares Tr Transaction History

Bartlett & Co. Wealth Management LLC

$6.89 Trillion
Q4 2024

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 5,345 shares of GBF stock, worth $557,109. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,345

Previous 5,470 2.29%

Holding current value

$557,109

Previous $584 Million 6.51%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$101.93 - $106.84 $12,741 - $13,355	-125 Reduced 2.29%	5,345 $546 Million
Q2 2024 Jul 12, 2024	BUY	$100.7 - $103.5 $48,336 - $49,680	480 Added 9.62%	5,470 $562 Million
Q1 2024 May 09, 2024	SELL	$102.6 - $105.21 $60,534 - $62,073	-590 Reduced 10.57%	4,990 $517 Million
Q4 2023 Feb 14, 2024	BUY	$97.69 - $105.72 $18,561 - $20,086	190 Added 3.53%	5,580 $588 Million
Q3 2023 Feb 14, 2024	BUY	$99.86 - $104.45 $349,510 - $365,575	3,500 Added 185.19%	5,390 $539 Million
Q2 2023 Feb 14, 2024	BUY	$103.38 - $106.64 $155,070 - $159,960	1,500 Added 384.62%	1,890 $197 Million
Q4 2022 Feb 14, 2024	BUY	$99.29 - $105.6 $38,723 - $41,184	390 New	390 $40 Million

Others Institutions Holding GBF

# of Institutions

Shares Held

1.7M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker GBF
Sector ETFs
Industry ETFs

More about GBF

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Bartlett & Co. Wealth Management LLC Ishares Tr Transaction History