Loring Wolcott & Coolidge Fiduciary Advisors LLP Ishares Barclays Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 03, 2023	BUY	$91.32 - $97.13 $9,405 - $10,004	103 New	103 $9,000
Q2 2022 Jul 26, 2022	BUY	$98.15 - $106.65 $881,779 - $958,143	8,984 New	8,984 $919,000
Q4 2021 Feb 14, 2022	SELL	$113.55 - $116.36 $4,655 - $4,770	-41 Closed	0 $0
Q3 2021 Nov 12, 2021	SELL	$114.96 - $118.18 $18,393 - $18,908	-160 Reduced 79.6%	41 $5,000
Q2 2021 Aug 13, 2021	BUY	$113.04 - $115.78 $22,721 - $23,271	201 New	201 $23,000

Others Institutions Holding IEF

# of Institutions

1,055

Shares Held

280M

Call Options Held

13.2M

Put Options Held

13.9M

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

41.7M
Shares

$3.9 Billion
1.68% of portfolio
Jpmorgan Chase & CO New York, NY

27.8M
Shares

$2.6 Billion
0.22% of portfolio
Morgan Stanley New York, NY

14.1M
Shares

$1.32 Billion
0.1% of portfolio
Ameriprise Financial Inc Minneapolis, MN

13.2M
Shares

$1.23 Billion
0.34% of portfolio
Envestnet Asset Management Inc

12.8M
Shares

$1.2 Billion
0.41% of portfolio

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Loring Wolcott & Coolidge Fiduciary Advisors LLP, based on Form 13F filings with the SEC.

News

Stay updated on Loring Wolcott & Coolidge Fiduciary Advisors LLP with notifications on news.

Account