Bartlett & Co. Wealth Management LLC Ishares S&P Midcap 400 Growth Transaction History

Bartlett & Co. Wealth Management LLC

$6.89 Trillion
Q4 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 650 shares of IJK stock, worth $61,093. This represents 0.0% of its overall portfolio holdings.

Number of Shares

650

Previous 650 -0.0%

Holding current value

$61,093

Previous $59.8 Million 1.09%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 12, 2024	SELL	$84.85 - $91.12 $39,540 - $42,461	-466 Reduced 41.76%	650 $57.3 Million
Q1 2024 May 09, 2024	BUY	$76.81 - $91.25 $5,760 - $6,843	75 Added 7.2%	1,116 $102 Million
Q4 2023 Feb 14, 2024	BUY	$67.78 - $80.04 $70,558 - $83,321	1,041 New	1,041 $83.2 Million
Q3 2023 Feb 14, 2024	SELL	$71.48 - $77.94 $25,875 - $28,214	-362 Closed	0 $0
Q2 2023 Feb 14, 2024	SELL	$69.13 - $75.0 $41,478 - $45,000	-600 Reduced 62.37%	362 $27.2 Million
Q1 2023 Feb 14, 2024	BUY	$67.77 - $74.78 $40,662 - $44,868	600 Added 165.75%	962 $68.8 Million
Q1 2022 Feb 14, 2024	BUY	$72.34 - $85.19 $26,187 - $30,838	362 New	362 $28 Million
Q4 2019 Feb 13, 2024	SELL	$54.21 - $59.65 $17,618 - $19,386	-325 Closed	0 $0
Q1 2018 Feb 13, 2024	BUY	N/A	325 New	325 $71 Million

Others Institutions Holding IJK

# of Institutions

951

Shares Held

72.5M

Call Options Held

5.1K

Put Options Held

View Full List

About ISHARES S&P MIDCAP 400 GROWTH

Ticker IJK
Sector ETFs
Industry ETFs

More about IJK

Track This Portfolio

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.

Account

Bartlett & Co. Wealth Management LLC Ishares S&P Midcap 400 Growth Transaction History