Loring Wolcott & Coolidge Fiduciary Advisors LLP Ishares Core S&P Total U.S. St Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

  • $11.1 Billion
  • Q2 2025

A detailed history of Loring Wolcott & Coolidge Fiduciary Advisors LLP transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 506 shares of ITOT stock, worth $74,123. This represents 0.0% of its overall portfolio holdings.

Number of Shares
506
Previous 656 22.87%
Holding current value
$74,123
Previous $80,000 15.0%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
SELL
$108.12 - $135.04 $16,218 - $20,256
-150 Reduced 22.87%
506 $68,000
Q1 2025

Apr 24, 2025
SELL
$120.29 - $134.6 $9,021 - $10,095
-75 Reduced 10.26%
656 $80,000
Q4 2024

Jan 28, 2025
SELL
$124.26 - $134.12 $22,366 - $24,141
-180 Reduced 19.76%
731 $94,000
Q3 2024

Oct 25, 2024
SELL
$113.41 - $125.62 $17,011 - $18,843
-150 Reduced 14.14%
911 $114,000
Q4 2023

Feb 01, 2024
SELL
$90.04 - $105.69 $22,960 - $26,950
-255 Reduced 19.38%
1,061 $111,000
Q3 2023

Nov 03, 2023
BUY
$93.72 - $101.39 $89,971 - $97,334
960 Added 269.66%
1,316 $123,000
Q4 2022

Feb 14, 2023
BUY
$79.44 - $90.48 $28,280 - $32,210
356 New
356 $32,000
Q1 2021

Apr 14, 2021
SELL
$85.12 - $92.58 $22,131 - $24,070
-260 Closed
0 $0
Q4 2020

Jan 14, 2021
BUY
$74.05 - $86.22 $19,253 - $22,417
260 New
260 $22,000
Q3 2020

Oct 15, 2020
SELL
$69.81 - $80.47 $35,672 - $41,120
-511 Closed
0 $0
Q2 2020

Jul 30, 2020
BUY
$54.49 - $72.8 $27,844 - $37,200
511 New
511 $35,000

Others Institutions Holding ITOT

# of Institutions
1,639
Shares Held
325M
Call Options Held
69.1K
Put Options Held
33.4K
View Full List

About ISHARES CORE S&P TOTAL U.S. ST

ITOT Quotes by TradingView
  • Ticker ITOT
  • Sector ETFs
  • Industry ETFs
More about ITOT
Track This Portfolio

Track Loring Wolcott & Coolidge Fiduciary Advisors LLP Portfolio

Follow Loring Wolcott & Coolidge Fiduciary Advisors LLP and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email