Loring Wolcott & Coolidge Fiduciary Advisors LLP Ishares Tr Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q2 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 Apr 08, 2019	SELL	$52.48 - $59.62 $2,099 - $2,384	-40 Closed	0 $0
Q4 2018 Feb 13, 2019	BUY	$47.66 - $78.42 $1,906 - $3,136	40 New	40 $2,000

Others Institutions Holding IEO

# of Institutions

172

Shares Held

2.18M

Call Options Held

37.1K

Put Options Held

30.3K

Morgan Stanley New York, NY

356K
Shares

$32.9 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

141K
Shares

$13.1 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

101K
Shares

$9.39 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

98K
Shares

$9.07 Million
0.0% of portfolio
Ep Wealth Advisors, LLC Torrance, CA

82.3K
Shares

$7.61 Million
0.05% of portfolio

View Full List

About ISHARES TR

Ticker IEO
Sector ETFs
Industry ETFs

More about IEO

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