Loring Wolcott & Coolidge Fiduciary Advisors LLP Ishares Tr Msci Usa Esg Select Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 2024

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 26, 2022	SELL	$78.1 - $97.98 $96,922 - $121,593	-1,241 Closed	0 $0
Q1 2022 Apr 13, 2022	SELL	$89.45 - $106.35 $45,708 - $54,344	-511 Reduced 29.17%	1,241 $120,000
Q4 2021 Feb 14, 2022	SELL	$95.76 - $106.67 $83,598 - $93,122	-873 Reduced 33.26%	1,752 $186,000
Q3 2021 Nov 12, 2021	BUY	$94.69 - $101.93 $248,561 - $267,566	2,625 New	2,625 $252,000
Q1 2021 Apr 14, 2021	SELL	$81.34 - $87.82 $68,325 - $73,768	-840 Closed	0 $0
Q4 2020 Jan 14, 2021	BUY	$72.19 - $82.34 $60,639 - $69,165	840 New	840 $69,000
Q4 2019 Jan 22, 2020	SELL	$59.6 - $67.25 $102,869 - $116,073	-1,726 Closed	0 $0
Q3 2019 Nov 05, 2019	SELL	$61.15 - $62.5 $6,726 - $6,875	-110 Reduced 5.99%	1,726 $213,000
Q1 2019 Apr 08, 2019	BUY	N/A	1,616 Added 734.55%	1,836 $217,000
Q4 2018 Feb 13, 2019	BUY	N/A	220 New	220 $23,000

Others Institutions Holding SUSA

# of Institutions

502

Shares Held

18.9M

Call Options Held

100

Put Options Held

100

Jpmorgan Chase & CO New York, NY

1.59M
Shares

$200 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

1.49M
Shares

$187 Million
0.02% of portfolio
Morgan Stanley New York, NY

1.16M
Shares

$146 Million
0.01% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

999K
Shares

$125 Million
0.08% of portfolio
Ameriprise Financial Inc Minneapolis, MN

812K
Shares

$102 Million
0.03% of portfolio

View Full List

About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
Sector ETFs
Industry ETFs

More about SUSA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Loring Wolcott & Coolidge Fiduciary Advisors LLP, based on Form 13F filings with the SEC.

News

Stay updated on Loring Wolcott & Coolidge Fiduciary Advisors LLP with notifications on news.

Account