Loring Wolcott & Coolidge Fiduciary Advisors LLP Ishares Core U.S. Aggregate Bo Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$10.9 Billion
Q4 2024

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 03, 2023	BUY	$93.85 - $98.43 $37,915 - $39,765	404 Added 52.6%	1,172 $110,000
Q2 2023 Aug 01, 2023	SELL	$97.49 - $100.53 $72,337 - $74,593	-742 Reduced 49.14%	768 $75,000
Q1 2023 May 02, 2023	SELL	$96.32 - $100.79 $587,552 - $614,819	-6,100 Reduced 80.16%	1,510 $150,000
Q2 2022 Jul 26, 2022	BUY	$99.01 - $106.84 $753,466 - $813,052	7,610 New	7,610 $774,000
Q2 2020 Jul 30, 2020	SELL	$114.73 - $118.21 $89,948 - $92,676	-784 Closed	0 $0
Q1 2020 Apr 15, 2020	BUY	$106.57 - $117.86 $83,550 - $92,402	784 New	784 $84,000
Q2 2018 Aug 07, 2018	SELL	N/A	-274 Closed	0 $0
Q1 2018 Apr 20, 2018	BUY	N/A	274 New	274 $29,000

Others Institutions Holding AGG

# of Institutions

2,094

Shares Held

1.22B

Call Options Held

128K

Put Options Held

205K

Jones Financial Companies Lllp

129M
Shares

$12.6 Billion
11.92% of portfolio
Raymond James Financial Inc St. Petersburg, FL

77.9M
Shares

$7.61 Billion
2.86% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$6.94 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

53.8M
Shares

$5.26 Billion
1.21% of portfolio
Envestnet Asset Management Inc

51.6M
Shares

$5.04 Billion
1.66% of portfolio

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

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