Loring Wolcott & Coolidge Fiduciary Advisors LLP Ishares Russell 2000 ETF Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$10.9 Billion
Q4 2024

A detailed history of Loring Wolcott & Coolidge Fiduciary Advisors LLP transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 3,552 shares of IWM stock, worth $802,645. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,552

Previous 3,712 4.31%

Holding current value

$802,645

Previous $819,000 4.27%

% of portfolio

0.01%

Previous 0.01%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$216.13 - $242.4 $34,580 - $38,784	-160 Reduced 4.31%	3,552 $784,000
Q3 2024 Oct 25, 2024	SELL	$200.87 - $224.6 $21,091 - $23,583	-105 Reduced 2.75%	3,712 $819,000
Q2 2024 Jul 17, 2024	SELL	$192.84 - $209.44 $14,463 - $15,708	-75 Reduced 1.93%	3,817 $774,000
Q4 2023 Feb 01, 2024	SELL	$162.21 - $204.82 $39,741 - $50,180	-245 Reduced 5.92%	3,892 $781,000
Q3 2023 Nov 03, 2023	BUY	$174.36 - $198.71 $22,666 - $25,832	130 Added 3.24%	4,137 $731,000
Q1 2022 Apr 13, 2022	SELL	$191.52 - $225.32 $509,060 - $598,900	-2,658 Reduced 39.88%	4,007 $823,000
Q3 2021 Nov 12, 2021	SELL	$211.73 - $231.39 $27,524 - $30,080	-130 Reduced 1.91%	6,665 $1.46 Million
Q2 2021 Aug 13, 2021	BUY	$211.85 - $232.89 $421,369 - $463,218	1,989 Added 41.39%	6,795 $1.56 Million
Q1 2021 Apr 14, 2021	SELL	$193.5 - $234.42 $143,383 - $173,705	-741 Reduced 13.36%	4,806 $1.06 Million
Q4 2020 Jan 14, 2021	SELL	$152.18 - $199.14 $136,657 - $178,827	-898 Reduced 13.93%	5,547 $1.09 Million
Q3 2020 Oct 15, 2020	BUY	$139.07 - $158.46 $457,679 - $521,491	3,291 Added 104.34%	6,445 $965,000
Q2 2020 Jul 30, 2020	BUY	$104.62 - $153.09 $22,284 - $32,608	213 Added 7.24%	3,154 $452,000
Q4 2019 Jan 22, 2020	SELL	$146.46 - $166.68 $12,742 - $14,501	-87 Reduced 2.87%	2,941 $487,000
Q3 2019 Nov 05, 2019	BUY	$144.85 - $157.9 $8,980 - $9,789	62 Added 2.09%	3,028 $458,000
Q1 2019 Apr 08, 2019	BUY	$132.25 - $158.24 $3,306 - $3,956	25 Added 0.85%	2,966 $454,000
Q2 2018 Aug 07, 2018	BUY	$148.13 - $169.97 $20,886 - $23,965	141 Added 5.04%	2,941 $482,000
Q1 2018 Apr 20, 2018	BUY	$145.44 - $159.96 $19,488 - $21,434	134 Added 5.03%	2,800 $425,000
Q2 2017 Aug 07, 2017	BUY	N/A	2,666	2,666 $0

Others Institutions Holding IWM

# of Institutions

2,910

Shares Held

310M

Call Options Held

204M

Put Options Held

488M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
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Loring Wolcott & Coolidge Fiduciary Advisors LLP Ishares Russell 2000 ETF Transaction History