Loring Wolcott & Coolidge Fiduciary Advisors LLP Ishares Tr Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$10.3 Billion
Q1 2025

A detailed history of Loring Wolcott & Coolidge Fiduciary Advisors LLP transactions in Ishares Tr stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 112 shares of DVY stock, worth $15,464. This represents 0.0% of its overall portfolio holdings.

Number of Shares

112

Previous 112 -0.0%

Holding current value

$15,464

Previous $14,000 7.14%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$119.99 - $135.74 $9,599 - $10,859	-80 Reduced 41.67%	112 $15,000
Q1 2024 Apr 23, 2024	SELL	$113.31 - $123.18 $21,755 - $23,650	-192 Reduced 50.0%	192 $23,000
Q1 2023 May 02, 2023	SELL	$110.68 - $126.38 $36,967 - $42,210	-334 Reduced 46.52%	384 $44,000
Q4 2022 Feb 14, 2023	BUY	$107.39 - $125.5 $41,237 - $48,192	384 Added 114.97%	718 $89,000
Q3 2022 Oct 25, 2022	SELL	$107.22 - $127.71 $11,686 - $13,920	-109 Reduced 24.6%	334 $36,000
Q2 2022 Jul 26, 2022	BUY	$113.21 - $132.14 $12,339 - $14,403	109 Added 32.63%	443 $52,000
Q2 2021 Aug 13, 2021	BUY	$114.14 - $123.06 $38,122 - $41,102	334 New	334 $39,000

Others Institutions Holding DVY

# of Institutions

1,456

Shares Held

70.5M

Call Options Held

1.1M

Put Options Held

62.9K

View Full List

About ISHARES TR

Ticker DVY
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Loring Wolcott & Coolidge Fiduciary Advisors LLP Ishares Tr Transaction History