Loring Wolcott & Coolidge Fiduciary Advisors LLP Ishares Russell Midcap Value E 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 Midcap Value E stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 2,259 shares of IWS stock, worth $302,389. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,259
Previous 2,259 -0.0%
Holding current value
$302,389
Previous $298,000 2.01%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024
SELL
$117.31 - $125.13 $11,848 - $12,638
-101 Reduced 4.28%
2,259 $272,000
Q1 2024

Apr 23, 2024
BUY
$112.43 - $125.33 $11,355 - $12,658
101 Added 4.47%
2,360 $295,000
Q4 2020

Jan 14, 2021
BUY
$80.93 - $96.96 $129,164 - $154,748
1,596 Added 240.72%
2,259 $219,000
Q4 2019

Jan 22, 2020
SELL
$86.25 - $94.77 $6,641 - $7,297
-77 Reduced 10.41%
663 $63,000
Q3 2019

Nov 05, 2019
SELL
$84.39 - $91.13 $47,258 - $51,032
-560 Reduced 43.08%
740 $66,000
Q2 2018

Aug 07, 2018
SELL
$84.61 - $90.01 $65,572 - $69,757
-775 Reduced 37.35%
1,300 $115,000
Q1 2018

Apr 20, 2018
BUY
$83.92 - $92.83 $65,038 - $71,943
775 Added 59.62%
2,075 $179,000
Q2 2017

Aug 07, 2017
BUY
N/A
1,300
1,300 $0

Others Institutions Holding IWS

# of Institutions
1,017
Shares Held
97.4M
Call Options Held
19.1K
Put Options Held
4.8K
View Full List

About ISHARES RUSSELL MIDCAP VALUE E

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