Bartlett & Co. Wealth Management LLC Ishares Core S&P U.S Growth Et Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.89 Trillion
  • Q4 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 322 shares of IUSG stock, worth $39,886. This represents 0.0% of its overall portfolio holdings.

Number of Shares
322
Previous 322 -0.0%
Holding current value
$39,886
Previous $42.5 Million 5.64%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024
BUY
$109.98 - $128.59 $35,413 - $41,405
322 New
322 $41 Million
Q1 2023

Feb 14, 2024
SELL
$79.81 - $88.77 $10,933 - $12,161
-137 Closed
0 $0
Q3 2021

Feb 13, 2024
SELL
$101.41 - $109.45 $8,619 - $9,303
-85 Reduced 38.29%
137 $14 Million
Q1 2021

Feb 13, 2024
BUY
$85.7 - $93.77 $7,284 - $7,970
85 Added 62.04%
222 $20.2 Million
Q4 2020

Feb 13, 2024
BUY
$77.7 - $88.69 $6,682 - $7,627
86 Added 168.63%
137 $12.2 Million
Q3 2020

Feb 13, 2024
BUY
$72.62 - $86.26 $3,703 - $4,399
51 New
51 $4.08 Million

Others Institutions Holding IUSG

# of Institutions
821
Shares Held
118M
Call Options Held
2.7K
Put Options Held
100
View Full List

About ISHARES CORE S&P U.S GROWTH ET

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