Bartlett & Co. Wealth Management LLC Ihares Core 1 5 Years Usd Bond Transaction History

Bartlett & Co. Wealth Management LLC

$6.89 Trillion
Q4 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 2,520 shares of ISTB stock, worth $120,733. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,520

Previous 2,500 0.8%

Holding current value

$120,733

Previous $122 Million 1.08%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$47.58 - $48.56 $951 - $971	20 Added 0.8%	2,520 $120 Million
Q3 2024 Oct 17, 2024	BUY	$47.18 - $48.74 $55,672 - $57,513	1,180 Added 89.39%	2,500 $122 Million
Q2 2024 Jul 12, 2024	SELL	$46.84 - $47.46 $936 - $949	-20 Reduced 1.49%	1,320 $62.5 Million
Q1 2024 May 09, 2024	SELL	$47.16 - $47.73 $943 - $954	-20 Reduced 1.47%	1,340 $63.6 Million
Q4 2023 Feb 14, 2024	BUY	$46.0 - $47.56 $460 - $475	10 Added 0.74%	1,360 $64.7 Million
Q3 2023 Feb 14, 2024	SELL	$46.26 - $46.9 $6,013 - $6,097	-130 Reduced 8.78%	1,350 $62.6 Million
Q2 2023 Feb 14, 2024	BUY	$46.63 - $47.38 $69,012 - $70,122	1,480 New	1,480 $69 Million

Others Institutions Holding ISTB

# of Institutions

396

Shares Held

58.6M

Call Options Held

Put Options Held

View Full List

About IHARES CORE 1-5 YEARS USD BOND

Ticker ISTB
Sector ETFs
Industry ETFs

More about ISTB

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 Ihares Core 1 5 Years Usd Bond Transaction History