Bartlett & Co. LLC IJH Holdings History

Number of Shares
262,920.00
Current Holdings Value*
$14.72 Mil
% of Portfolio
0.24%
Total Estimate Gain
$4.10 Mil
% of Total Estimate Gain
31.49%

Bartlett & Co. LLC's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2023-12-31, Bartlett & Co. LLC held 262,920.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $14.72 Mil. This investment constitutes 0.24% of their stock portfolio, and Bartlett & Co. LLC now holds 0.02% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2013Q4. And since then Bartlett & Co. LLC has made 19 purchases of IJH, at an average price of $47.97, for a total of 271,250.00 shares. In addition, there have been 6 sales at an average price of $37.50 for 8,330.00 shares. Based on historical transaction data and IJH's current price of $63.88, Bartlett & Co. LLC's estimated gain on his IJH holdings is $4.10 Mil, reflecting a 31.49% gain to date.

Bartlett & Co. LLC IJH ($63.88) Holding Chart

Bartlett & Co. LLC IJH ($63.88) 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 %

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