Loring Wolcott & Coolidge Fiduciary Advisors LLP Ishares S&P Midcap 400 Growth 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 S&P Midcap 400 Growth stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 6,238 shares of IJK stock, worth $518,814. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,238

Previous 5,942 4.98%

Holding current value

$518,814

Previous $546,000 3.85%

% of portfolio

0.01%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$90.66 - $99.46 $26,835 - $29,440	296 Added 4.98%	6,238 $567,000
Q3 2024 Oct 25, 2024	SELL	$84.81 - $93.54 $37,740 - $41,625	-445 Reduced 6.97%	5,942 $546,000
Q2 2024 Jul 17, 2024	BUY	$84.85 - $91.12 $68,983 - $74,080	813 Added 14.59%	6,387 $562,000
Q1 2024 Apr 23, 2024	SELL	$76.81 - $91.25 $18,434 - $21,900	-240 Reduced 4.13%	5,574 $508,000
Q4 2023 Feb 01, 2024	SELL	$67.78 - $80.04 $56,731 - $66,993	-837 Reduced 12.58%	5,814 $460,000
Q3 2023 Nov 03, 2023	SELL	$71.48 - $77.94 $27,162 - $29,617	-380 Reduced 5.4%	6,651 $480,000
Q2 2023 Aug 01, 2023	SELL	$69.13 - $75.0 $11,752 - $12,750	-170 Reduced 2.36%	7,031 $527,000
Q1 2023 May 02, 2023	SELL	$67.77 - $74.78 $63,907 - $70,517	-943 Reduced 11.58%	7,201 $514,000
Q4 2022 Mar 02, 2023	BUY	$63.9 - $72.95 $39,170 - $44,718	613 Added 8.14%	8,144 $556,000
Q4 2022 Feb 14, 2023	SELL	$63.9 - $72.95 $39,170 - $44,718	-613 Reduced 7.53%	7,531 $539,000
Q2 2022 Jul 26, 2022	BUY	$61.85 - $78.06 $22,142 - $27,945	358 Added 4.6%	8,144 $519,000
Q3 2021 Nov 12, 2021	SELL	$77.71 - $83.6 $17,873 - $19,228	-230 Reduced 2.87%	7,786 $617,000
Q4 2020 Jan 14, 2021	BUY	$60.53 - $72.82 $485,208 - $583,725	8,016 New	8,016 $579,000

Others Institutions Holding IJK

# of Institutions

966

Shares Held

70.8M

Call Options Held

4.2K

Put Options Held

800

View Full List

About ISHARES S&P MIDCAP 400 GROWTH

Ticker IJK
Sector ETFs
Industry ETFs

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Loring Wolcott & Coolidge Fiduciary Advisors LLP Ishares S&P Midcap 400 Growth Transaction History