Loring Wolcott & Coolidge Fiduciary Advisors LLP Ishares Trust Ishares 1 5 Year Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$10.9 Billion
Q4 2024

A detailed history of Loring Wolcott & Coolidge Fiduciary Advisors LLP transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 1,271 shares of IGSB stock, worth $66,117. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,271

Previous 1,636 22.31%

Holding current value

$66,117

Previous $86,000 24.42%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$51.54 - $52.55 $18,812 - $19,180	-365 Reduced 22.31%	1,271 $65,000
Q3 2024 Oct 25, 2024	BUY	$51.02 - $52.74 $18,622 - $19,250	365 Added 28.72%	1,636 $86,000
Q1 2024 Apr 23, 2024	BUY	$50.95 - $51.48 $64,757 - $65,431	1,271 New	1,271 $65,000
Q4 2019 Jan 22, 2020	SELL	$53.49 - $53.82 $34,768 - $34,983	-650 Closed	0 $0
Q4 2018 Feb 13, 2019	BUY	$51.35 - $51.73 $33,377 - $33,624	650 New	650 $34,000
Q2 2018 Aug 07, 2018	SELL	$51.75 - $52.05 $12,937 - $13,012	-250 Closed	0 $0
Q1 2018 Apr 20, 2018	BUY	$51.81 - $52.26 $12,952 - $13,065	250 New	250 $26,000

Others Institutions Holding IGSB

# of Institutions

988

Shares Held

324M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES 1-5 YEAR

Ticker IGSB
Sector ETFs
Industry ETFs

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Loring Wolcott & Coolidge Fiduciary Advisors LLP Ishares Trust Ishares 1 5 Year Transaction History