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

Loring Wolcott & Coolidge Fiduciary Advisors LLP

  • $10.4 Billion
  • Q1 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 5,574 shares of IJK stock, worth $486,164. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,574
Previous 5,814 4.13%
Holding current value
$486,164
Previous $460,000 10.43%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$66.9 - $72.95 $41,009 - $44,718
613 Added 8.14%
8,144 $556,000
Q4 2022

Feb 14, 2023
SELL
$66.9 - $72.95 $41,009 - $44,718
-613 Reduced 7.53%
7,531 $539,000
Q2 2022

Jul 26, 2022
BUY
N/A
358 Added 4.6%
8,144 $519,000
Q3 2021

Nov 12, 2021
SELL
N/A
-230 Reduced 2.87%
7,786 $617,000
Q4 2020

Jan 14, 2021
BUY
N/A
8,016 New
8,016 $579,000

Others Institutions Holding IJK

# of Institutions
868
Shares Held
70.7M
Call Options Held
3.3K
Put Options Held
200
View Full List

About ISHARES S&P MIDCAP 400 GROWTH

IJK Quotes by TradingView
  • Ticker IJK
  • Sector ETFs
  • Industry ETFs
More about IJK
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