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 2,000 shares of IBDV stock, worth $44,060. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,000
Previous 2,000
-0.0%
Holding current value
$44,060
Previous $44 Million
99.9%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding IBDV
# of Institutions
292Shares Held
81.2MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC5.63MShares$124 Million0.98% of portfolio
-
Bank Of America Corp Charlotte, NC5.55MShares$122 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.86MShares$85 Million0.15% of portfolio
-
Capital Investment Advisors, LLC3.68MShares$81.1 Million1.41% of portfolio
-
Capital Advisors Inc2.94MShares$64.9 Million1.11% of portfolio