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

Bartlett & Co. Wealth Management LLC

  • $6.97 Trillion
  • Q3 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 611 shares of IUSV stock, worth $57,427. This represents 0.0% of its overall portfolio holdings.

Number of Shares
611
Previous 611 -0.0%
Holding current value
$57,427
Previous $53.8 Million 8.35%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 12, 2024
BUY
$85.39 - $90.42 $52,173 - $55,246
611 New
611 $53.8 Million
Q1 2022

Feb 14, 2024
BUY
$71.81 - $77.49 $20,824 - $22,472
290 Added 386.67%
365 $27.7 Million
Q3 2021

Feb 13, 2024
SELL
$69.93 - $74.13 $8,741 - $9,266
-125 Reduced 62.5%
75 $5.32 Million
Q1 2021

Feb 13, 2024
BUY
$61.28 - $69.6 $7,660 - $8,700
125 Added 166.67%
200 $13.8 Million
Q4 2020

Feb 13, 2024
BUY
$53.17 - $62.19 $3,987 - $4,664
75 New
75 $4.66 Million

Others Institutions Holding IUSV

# of Institutions
728
Shares Held
163M
Call Options Held
2.8K
Put Options Held
2K
View Full List

About ISHARES CORE S&P U.S. VALUE ET

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