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

Loring Wolcott & Coolidge Fiduciary Advisors LLP

  • $11.2 Billion
  • Q3 2025

A detailed history of Loring Wolcott & Coolidge Fiduciary Advisors LLP transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 1,579 shares of IWR stock, worth $150,131. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,579
Previous 1,209 30.6%
Holding current value
$150,131
Previous $111,000 36.94%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
BUY
$92.26 - $97.51 $34,136 - $36,078
370 Added 30.6%
1,579 $152,000
Q1 2024

Apr 23, 2024
SELL
$75.37 - $84.09 $11,154 - $12,445
-148 Reduced 10.91%
1,209 $101,000
Q3 2023

Nov 03, 2023
SELL
$68.54 - $75.91 $10,486 - $11,614
-153 Reduced 10.13%
1,357 $93,000
Q1 2023

May 02, 2023
BUY
$66.27 - $75.04 $10,139 - $11,481
153 Added 11.27%
1,510 $105,000
Q4 2022

Feb 14, 2023
BUY
$62.09 - $71.89 $18,378 - $21,279
296 Added 27.9%
1,357 $97,000
Q2 2022

Jul 26, 2022
SELL
$62.75 - $78.76 $12,299 - $15,436
-196 Reduced 15.59%
1,061 $69,000
Q4 2021

Feb 14, 2022
BUY
$78.41 - $85.28 $15,368 - $16,714
196 Added 18.47%
1,257 $104,000
Q2 2021

Aug 13, 2021
BUY
$74.82 - $79.61 $79,384 - $84,466
1,061 New
1,061 $84,000
Q1 2021

Apr 14, 2021
SELL
$67.45 - $75.68 $71,564 - $80,296
-1,061 Closed
0 $0
Q2 2020

Jul 30, 2020
BUY
$40.64 - $57.63 $43,119 - $61,145
1,061 New
1,061 $57,000
Q2 2018

Aug 07, 2018
SELL
$50.43 - $54.42 $554 - $598
-11 Closed
0 $0
Q2 2017

Aug 07, 2017
BUY
N/A
11
11 $0

Others Institutions Holding IWR

# of Institutions
1,606
Shares Held
377M
Call Options Held
198K
Put Options Held
37.3K
View Full List

About ISHARES RUSSELL MID-CAP ETF

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