Bartlett & Co. Wealth Management LLC Ishares S&P 500 Growth ETF Transaction History
Bartlett & Co. Wealth Management LLC
- $7.34 Billion
- Q3 2025
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 43,488 shares of IVW stock, worth $5.26 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
43,488
Previous 43,682
0.44%
Holding current value
$5.26 Million
Previous $4.81 Billion
99.89%
% of portfolio
0.07%
Previous 0.07%
Shares
31 transactions
Others Institutions Holding IVW
# of Institutions
2,174Shares Held
420MCall Options Held
212KPut Options Held
158K-
Envestnet Asset Management Inc45.6MShares$5.51 Billion1.7% of portfolio
-
Jpmorgan Chase & CO New York, NY41.3MShares$5 Billion0.33% of portfolio
-
Morgan Stanley New York, NY33.5MShares$4.05 Billion0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$2.36 Billion0.73% of portfolio
-
Bank Of America Corp Charlotte, NC18.4MShares$2.23 Billion0.16% of portfolio