Loring Wolcott & Coolidge Fiduciary Advisors LLP Ishares Russell Midcap Value E 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 Midcap Value E stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 2,259 shares of IWS stock, worth $310,228. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,259

Previous 2,259 -0.0%

Holding current value

$310,228

Previous $298,000 5.7%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,053

Shares Held

93.5M

Call Options Held

14.6K

Put Options Held

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About ISHARES RUSSELL MIDCAP VALUE E

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Loring Wolcott & Coolidge Fiduciary Advisors LLP Ishares Russell Midcap Value E Transaction History