Loring Wolcott & Coolidge Fiduciary Advisors LLP Ishares Core S&P Mid Cap ETF 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 Core S&P Mid Cap ETF stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 8,060 shares of IJH stock, worth $518,741. This represents 0.0% of its overall portfolio holdings.

Number of Shares

8,060

Previous 8,100 0.49%

Holding current value

$518,741

Previous $504,000 6.75%

% of portfolio

0.0%

Previous 0.0%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$57.21 - $65.8 $2,288 - $2,632	-40 Reduced 0.49%	8,060 $470,000
Q4 2024 Jan 28, 2025	BUY	$61.68 - $67.87 $18,812 - $20,700	305 Added 3.91%	8,100 $504,000
Q3 2024 Oct 25, 2024	BUY	$57.32 - $62.65 $93,145 - $101,806	1,625 Added 26.34%	7,795 $485,000
Q2 2024 Jul 17, 2024	SELL	$56.43 - $60.79 $6,771 - $7,294	-120 Reduced 1.91%	6,170 $361,000
Q1 2024 Apr 23, 2024	BUY	$56.98 - $284.98 $286,723 - $1.43 Million	5,032 Added 400.0%	6,290 $382,000
Q4 2023 Feb 01, 2024	SELL	$232.04 - $279.85 $174,030 - $209,887	-750 Reduced 37.35%	1,258 $348,000
Q3 2023 Nov 03, 2023	BUY	$246.15 - $272.4 $122,336 - $135,382	497 Added 32.89%	2,008 $500,000
Q2 2023 Aug 01, 2023	SELL	$240.22 - $261.48 $39,396 - $42,882	-164 Reduced 9.79%	1,511 $395,000
Q1 2023 May 02, 2023	SELL	$237.25 - $271.72 $6,880 - $7,879	-29 Reduced 1.7%	1,675 $419,000
Q4 2022 Feb 14, 2023	SELL	$44.74 - $257.0 $850 - $4,883	-19 Reduced 1.1%	1,704 $440,000
Q3 2022 Oct 25, 2022	SELL	$43.85 - $263.28 $17,671 - $106,101	-403 Reduced 18.96%	1,723 $378,000
Q2 2022 Jul 26, 2022	BUY	$219.07 - $270.08 $244,043 - $300,869	1,114 Added 110.08%	2,126 $481,000
Q4 2021 Feb 14, 2022	SELL	$265.81 - $290.54 $110,311 - $120,574	-415 Reduced 29.08%	1,012 $286,000
Q2 2021 Aug 13, 2021	BUY	$260.21 - $276.38 $25,240 - $26,808	97 Added 7.29%	1,427 $383,000
Q1 2021 Apr 14, 2021	SELL	$226.3 - $267.93 $30,550 - $36,170	-135 Reduced 9.22%	1,330 $346,000
Q4 2020 Jan 14, 2021	SELL	$187.77 - $230.69 $175,189 - $215,233	-933 Reduced 38.91%	1,465 $337,000
Q3 2020 Oct 15, 2020	BUY	$174.43 - $196.49 $158,382 - $178,412	908 Added 60.94%	2,398 $444,000
Q2 2020 Jul 30, 2020	SELL	$133.18 - $194.42 $237,992 - $347,428	-1,787 Reduced 54.53%	1,490 $265,000
Q1 2020 Apr 15, 2020	SELL	$121.75 - $210.58 $105,313 - $182,151	-865 Reduced 20.88%	3,277 $471,000
Q4 2019 Jan 22, 2020	SELL	$185.78 - $206.16 $17,091 - $18,966	-92 Reduced 2.17%	4,142 $853,000
Q3 2019 Nov 05, 2019	BUY	$183.17 - $198.52 $97,995 - $106,208	535 Added 14.46%	4,234 $818,000
Q1 2019 Apr 08, 2019	BUY	$162.83 - $193.4 $10,583 - $12,571	65 Added 1.79%	3,699 $701,000
Q4 2018 Feb 13, 2019	BUY	$156.48 - $199.76 $485,400 - $619,655	3,102 Added 583.08%	3,634 $603,000
Q4 2017 Feb 08, 2018	SELL	$180.58 - $190.73 $12,098 - $12,778	-67 Reduced 11.19%	532 $101,000
Q3 2017 Oct 27, 2017	BUY	$176.74 - $178.9 $11,841 - $11,986	67 Added 12.59%	599 $107,000
Q2 2017 Aug 07, 2017	BUY	N/A	532	532 $0

Others Institutions Holding IJH

# of Institutions

2,687

Shares Held

1.16B

Call Options Held

634K

Put Options Held

150K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
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Loring Wolcott & Coolidge Fiduciary Advisors LLP Ishares Core S&P Mid Cap ETF Transaction History