Loring Wolcott & Coolidge Fiduciary Advisors LLP Ishares S&P 500 Value 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 S&P 500 Value ETF stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 2,122 shares of IVE stock, worth $380,835. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,122
Previous 2,272 6.6%
Holding current value
$380,835
Previous $433,000 6.7%
% of portfolio
0.0%
Previous 0.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
$185.78 - $198.58 $27,867 - $29,787
-150 Reduced 6.6%
2,122 $404,000
Q4 2024

Jan 28, 2025
SELL
$189.5 - $206.17 $88,117 - $95,869
-465 Reduced 16.99%
2,272 $433,000
Q3 2024

Oct 25, 2024
SELL
$181.06 - $197.17 $27,159 - $29,575
-150 Reduced 5.2%
2,737 $539,000
Q2 2024

Jul 17, 2024
SELL
$176.58 - $186.7 $142,500 - $150,666
-807 Reduced 21.85%
2,887 $525,000
Q1 2024

Apr 23, 2024
SELL
$171.09 - $186.81 $113,774 - $124,228
-665 Reduced 15.26%
3,694 $690,000
Q4 2023

Feb 01, 2024
SELL
$147.64 - $174.21 $151,035 - $178,216
-1,023 Reduced 19.01%
4,359 $757,000
Q3 2023

Nov 03, 2023
BUY
$153.33 - $166.75 $294,240 - $319,993
1,919 Added 55.41%
5,382 $827,000
Q2 2023

Aug 01, 2023
SELL
$149.72 - $161.19 $196,881 - $211,964
-1,315 Reduced 27.52%
3,463 $558,000
Q1 2023

May 02, 2023
SELL
$144.21 - $159.47 $59,414 - $65,701
-412 Reduced 7.94%
4,778 $725,000
Q4 2022

Mar 02, 2023
BUY
$129.68 - $151.79 $30,085 - $35,215
232 Added 4.68%
5,190 $752,000
Q4 2022

Feb 14, 2023
SELL
$129.68 - $151.79 $30,085 - $35,215
-232 Reduced 4.47%
4,958 $757,000
Q2 2022

Jul 26, 2022
BUY
$133.27 - $158.52 $51,575 - $61,347
387 Added 8.06%
5,190 $713,000
Q1 2022

Apr 13, 2022
SELL
$147.46 - $159.06 $244,783 - $264,039
-1,660 Reduced 25.68%
4,803 $748,000
Q2 2021

Aug 13, 2021
SELL
$142.18 - $151.25 $37,677 - $40,081
-265 Reduced 3.94%
6,463 $954,000
Q1 2021

Apr 14, 2021
BUY
$125.98 - $142.4 $176,372 - $199,360
1,400 Added 26.28%
6,728 $950,000
Q4 2020

Jan 14, 2021
BUY
$109.93 - $128.18 $585,707 - $682,943
5,328 New
5,328 $682,000

Others Institutions Holding IVE

# of Institutions
1,683
Shares Held
148M
Call Options Held
107K
Put Options Held
60.7K
View Full List

About ISHARES S&P 500 VALUE ETF

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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