Bartlett & Co. Wealth Management LLC Russell Micro Cap ETF Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.97 Trillion
  • Q3 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Russell Micro Cap ETF stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 143 shares of IWC stock, worth $18,125. This represents 0.0% of its overall portfolio holdings.

Number of Shares
143
Previous 315 54.6%
Holding current value
$18,125
Previous $35.9 Million 50.89%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
SELL
$112.21 - $129.46 $19,300 - $22,267
-172 Reduced 54.6%
143 $17.6 Million
Q2 2024

Jul 12, 2024
SELL
$109.35 - $119.81 $3,280 - $3,594
-30 Reduced 8.7%
315 $35.9 Million
Q3 2023

Feb 14, 2024
BUY
$99.15 - $115.3 $15,864 - $18,448
160 Added 86.49%
345 $34.7 Million
Q1 2023

Feb 14, 2024
BUY
$100.59 - $121.88 $18,609 - $22,547
185 New
185 $19.3 Million

Others Institutions Holding IWC

# of Institutions
222
Shares Held
4.11M
Call Options Held
2.4K
Put Options Held
2.3K
View Full List

About RUSSELL MICRO CAP ETF

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