Loring Wolcott & Coolidge Fiduciary Advisors LLP Ishares Tr Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	BUY	$103.31 - $105.01 $113,331 - $115,195	1,097 New	1,097 $114,000
Q2 2020 Jul 30, 2020	SELL	$114.67 - $117.72 $10,434 - $10,712	-91 Closed	0 $0
Q4 2019 Jan 22, 2020	BUY	$112.46 - $113.86 $10,233 - $10,361	91 New	91 $10,000

Others Institutions Holding GVI

# of Institutions

287

Shares Held

28.2M

Call Options Held

Put Options Held

Stifel Financial Corp St. Louis, MO

1.97M
Shares

$206 Million
0.23% of portfolio
Envestnet Asset Management Inc

1.93M
Shares

$202 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

1.64M
Shares

$171 Million
0.01% of portfolio
Eastern Bank

1.24M
Shares

$129 Million
2.43% of portfolio
Strategic Financial Services, Inc, Utica, NY

1.22M
Shares

$128 Million
7.79% of portfolio

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About ISHARES TR

Ticker GVI
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