Bartlett & Co. Wealth Management LLC Ishares Russell Midcap Value E Transaction History

Bartlett & Co. Wealth Management LLC

  • $7.34 Billion
  • Q3 2025

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 81,092 shares of IWS stock, worth $11.2 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
81,092
Previous 82,137 1.27%
Holding current value
$11.2 Million
Previous $10.9 Billion 99.9%
% of portfolio
0.15%
Previous 0.15%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
SELL
$132.83 - $140.61 $138,807 - $146,937
-1,045 Reduced 1.27%
81,092 $11.3 Million
Q2 2025

Jul 18, 2025
SELL
$110.58 - $132.14 $163,326 - $195,170
-1,477 Reduced 1.77%
82,137 $10.9 Billion
Q1 2025

Apr 24, 2025
SELL
$122.59 - $135.24 $460,938 - $508,502
-3,760 Reduced 4.3%
83,614 $10.5 Billion
Q4 2024

Jan 17, 2025
SELL
$128.08 - $140.32 $621,444 - $680,832
-4,852 Reduced 5.26%
87,374 $11.3 Billion
Q3 2024

Oct 17, 2024
SELL
$119.52 - $132.25 $171,511 - $189,778
-1,435 Reduced 1.53%
92,226 $12.2 Billion
Q2 2024

Jul 12, 2024
SELL
$117.31 - $125.13 $348,528 - $371,761
-2,971 Reduced 3.07%
93,661 $11.3 Billion
Q1 2024

May 09, 2024
SELL
$112.43 - $125.33 $452,530 - $504,453
-4,025 Reduced 4.0%
96,632 $12.1 Billion
Q4 2023

Feb 14, 2024
SELL
$97.63 - $117.08 $2.12 Million - $2.54 Million
-21,737 Reduced 17.76%
100,657 $11.8 Billion
Q3 2023

Feb 14, 2024
BUY
$103.48 - $114.68 $394,465 - $437,160
3,812 Added 3.21%
122,394 $12.8 Billion
Q2 2023

Feb 14, 2024
BUY
$101.5 - $109.84 $651,630 - $705,172
6,420 Added 5.72%
118,582 $13 Billion
Q1 2023

Feb 14, 2024
BUY
$100.22 - $116.23 $924,028 - $1.07 Million
9,220 Added 8.96%
112,162 $11.9 Billion
Q4 2022

Feb 14, 2024
BUY
$96.57 - $111.69 $650,978 - $752,902
6,741 Added 7.01%
102,942 $10.8 Billion
Q3 2022

Feb 14, 2024
SELL
$96.05 - $115.74 $761,004 - $917,008
-7,923 Reduced 7.61%
96,201 $9.24 Billion
Q2 2022

Feb 14, 2024
BUY
$99.42 - $121.64 $470,057 - $575,113
4,728 Added 4.76%
104,124 $10.6 Billion
Q1 2022

Feb 14, 2024
BUY
$112.23 - $123.59 $943,854 - $1.04 Million
8,410 Added 9.24%
99,396 $11.9 Billion
Q4 2021

Feb 14, 2024
BUY
$114.04 - $122.75 $316,118 - $340,263
2,772 Added 3.14%
90,986 $11.1 Billion
Q3 2021

Feb 13, 2024
BUY
$110.67 - $119.04 $565,745 - $608,532
5,112 Added 6.15%
88,214 $9.99 Billion
Q2 2021

Feb 13, 2024
BUY
$110.51 - $117.85 $252,736 - $269,522
2,287 Added 2.83%
83,102 $9.56 Billion
Q1 2021

Feb 13, 2024
BUY
$95.27 - $111.97 $379,936 - $446,536
3,988 Added 5.19%
80,815 $8.83 Billion
Q4 2020

Feb 13, 2024
BUY
$80.93 - $96.96 $289,567 - $346,922
3,578 Added 4.88%
76,827 $7.45 Billion
Q3 2020

Feb 13, 2024
BUY
$74.79 - $85.06 $360,188 - $409,648
4,816 Added 7.04%
73,249 $5.92 Billion
Q2 2020

Feb 13, 2024
BUY
$59.9 - $85.49 $90,988 - $129,859
1,519 Added 2.27%
68,433 $5.24 Billion
Q1 2020

Feb 13, 2024
BUY
$54.38 - $96.81 $610,578 - $1.09 Million
11,228 Added 20.16%
66,914 $4.29 Billion
Q4 2019

Feb 13, 2024
BUY
$86.25 - $94.77 $126,097 - $138,553
1,462 Added 2.7%
55,686 $5.28 Billion
Q3 2019

Feb 13, 2024
BUY
$84.39 - $91.13 $39,241 - $42,375
465 Added 0.86%
54,224 $4.86 Billion
Q2 2019

Feb 13, 2024
BUY
$83.93 - $89.74 $158,711 - $169,698
1,891 Added 3.65%
53,759 $4.79 Billion
Q1 2019

Feb 13, 2024
BUY
$75.3 - $87.47 $69,050 - $80,209
917 Added 1.8%
51,868 $4.51 Billion
Q4 2018

Feb 13, 2024
BUY
$72.26 - $90.19 $512,540 - $639,717
7,093 Added 16.17%
50,951 $3.89 Billion
Q3 2018

Feb 13, 2024
BUY
$88.08 - $92.33 $602,467 - $631,537
6,840 Added 18.48%
43,858 $3.98 Billion
Q2 2018

Feb 13, 2024
BUY
$84.61 - $90.01 $282,597 - $300,633
3,340 Added 9.92%
37,018 $3.28 Billion
Q1 2018

Feb 13, 2024
BUY
$83.92 - $92.83 $2.83 Million - $3.13 Million
33,678 New
33,678 $2.91 Billion

Others Institutions Holding IWS

# of Institutions
1,061
Shares Held
93.6M
Call Options Held
17.5K
Put Options Held
0
View Full List

About ISHARES RUSSELL MIDCAP VALUE E

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