BARTLETT & CO. WEALTH MANAGEMENT LLC IJH Holdings History
BARTLETT & CO. WEALTH MANAGEMENT LLC's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-03-31, BARTLETT & CO. WEALTH MANAGEMENT LLC held 771,412.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $47.84 Mil. This investment constitutes 0.67% of their stock portfolio, and BARTLETT & CO. WEALTH MANAGEMENT LLC now holds 0.05% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2019Q1. And since then BARTLETT & CO. WEALTH MANAGEMENT LLC has made 23 purchases of IJH, at an average price of $55.94, for a total of 775,642.00 shares. In addition, there have been 1 sales at an average price of $41.03 for 4,230.00 shares. Based on historical transaction data and IJH's current price of $63.46, BARTLETT & CO. WEALTH MANAGEMENT LLC's estimated gain on his IJH holdings is $5.74 Mil, reflecting a 13.23% gain to date.
BARTLETT & CO. WEALTH MANAGEMENT LLC IJH ($63.46) Holding Chart
BARTLETT & CO. WEALTH MANAGEMENT LLC IJH ($63.46) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
