ISHARES TR

Ticker: SUSB CUSIP: 46435G243 Class: ESG AWRE 1 5 YR

BARTLETT & CO. WEALTH MANAGEMENT LLC's Holding History (CIK: 0002010186)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 85,196 Value ($000) $2,150 Avg Close — Range —
Q3 2025
Shares 78,965 Value ($000) $1,999 Avg Close — Range —
Q2 2025
Shares 78,959 Value ($000) $1,987 Avg Close — Range —
Q1 2025
Shares 76,916 Value ($000) $1,922 Avg Close — Range —
Q4 2024
Shares 75,465 Value ($000) $1,864 Avg Close — Range —
Q3 2024
Shares 69,311 Value ($000) $1,744 Avg Close — Range —
Q2 2024
Shares 69,690 Value ($000) $1,707 Avg Close — Range —
Q1 2024
Shares 65,693 Value ($000) $1,608 Avg Close — Range —
Q4 2023
Shares 63,876 Value ($000) $1,564 Avg Close — Range —
Q3 2023
Shares 62,114 Value ($000) $1,476 Avg Close — Range —
Q2 2023
Shares 63,856 Value ($000) $1,527 Avg Close — Range —
Q1 2023
Shares 64,226 Value ($000) $1,545 Avg Close — Range —
Q4 2022
Shares 64,472 Value ($000) $1,532 Avg Close — Range —
Q3 2022
Shares 67,551 Value ($000) $1,587 Avg Close — Range —
Q2 2022
Shares 66,294 Value ($000) $1,597 Avg Close — Range —
Q1 2022
Shares 67,953 Value ($000) $1,674 Avg Close — Range —
Q4 2021
Shares 64,673 Value ($000) $1,659 Avg Close — Range —
Q3 2021
Shares 62,537 Value ($000) $1,625 Avg Close — Range —
Q2 2021
Shares 58,608 Value ($000) $1,526 Avg Close — Range —
Q1 2021
Shares 32,694 Value ($000) $849 Avg Close — Range —
Q4 2020
Shares 32,039 Value ($000) $839 Avg Close — Range —
Q3 2020
Shares 24,619 Value ($000) $643 Avg Close — Range —
Q2 2020
Shares 23,555 Value ($000) $613 Avg Close — Range —