iShares S&P 500 Index shares owned by Bartlett & Co. Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Bartlett & Co. Wealth Management
from 13F filings
Historical chart of Bartlett & Co. Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Bartlett & Co. Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $11M | 18k | 588.68 |
| 2024-09-30 | $11M | 19k | 576.82 |
| 2024-06-30 | $11M | 20k | 547.25 |
| 2024-03-31 | $10M | 20k | 525.74 |
| 2023-12-31 | $9.7M | 20k | 479.00 |
| 2023-09-30 | $8.7M | 20k | 431.42 |
More positions owned by Bartlett & Co. Wealth Management
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