Loring Wolcott & Coolidge Fiduciary Advisors LLP Ishares Core S&P Sm Cap ETF Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

  • $10.5 Billion
  • Q2 2024

A detailed history of Loring Wolcott & Coolidge Fiduciary Advisors LLP transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 6,556 shares of IJR stock, worth $749,678. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,556
Previous 6,779 3.29%
Holding current value
$749,678
Previous $749,000 6.68%
% of portfolio
0.01%
Previous 0.01%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024
SELL
$102.13 - $110.88 $22,774 - $24,726
-223 Reduced 3.29%
6,556 $699,000
Q1 2024

Apr 23, 2024
SELL
$102.35 - $110.52 $3,786 - $4,089
-37 Reduced 0.54%
6,779 $749,000
Q4 2023

Feb 01, 2024
SELL
$87.61 - $110.11 $166,020 - $208,658
-1,895 Reduced 21.75%
6,816 $737,000
Q3 2023

Nov 03, 2023
BUY
$92.9 - $105.16 $155,328 - $175,827
1,672 Added 23.75%
8,711 $821,000
Q2 2023

Aug 01, 2023
BUY
$91.14 - $99.81 $107,271 - $117,476
1,177 Added 20.08%
7,039 $701,000
Q1 2023

May 02, 2023
SELL
$92.27 - $107.68 $75,476 - $88,082
-818 Reduced 12.25%
5,862 $566,000
Q4 2022

Mar 02, 2023
BUY
$89.09 - $102.13 $62,363 - $71,491
700 Added 11.71%
6,680 $632,000
Q4 2022

Feb 14, 2023
SELL
$89.09 - $102.13 $71,895 - $82,418
-807 Reduced 11.89%
5,980 $605,000
Q3 2022

Oct 25, 2022
SELL
$87.04 - $106.5 $60,753 - $74,337
-698 Reduced 9.33%
6,787 $592,000
Q2 2022

Jul 26, 2022
BUY
$89.03 - $109.02 $227,649 - $278,764
2,557 Added 51.89%
7,485 $692,000
Q1 2022

Apr 13, 2022
SELL
$102.32 - $116.69 $38,267 - $43,642
-374 Reduced 7.05%
4,928 $532,000
Q2 2021

Aug 13, 2021
SELL
$106.38 - $116.3 $212,760 - $232,600
-2,000 Reduced 27.39%
5,302 $599,000
Q1 2021

Apr 14, 2021
SELL
$91.04 - $115.01 $191,366 - $241,751
-2,102 Reduced 22.35%
7,302 $792,000
Q4 2020

Jan 14, 2021
BUY
$71.23 - $92.42 $160,979 - $208,869
2,260 Added 31.63%
9,404 $864,000
Q3 2020

Oct 15, 2020
SELL
$65.69 - $75.96 $73,572 - $85,075
-1,120 Reduced 13.55%
7,144 $502,000
Q2 2020

Jul 30, 2020
SELL
$50.99 - $75.55 $333,474 - $494,097
-6,540 Reduced 44.18%
8,264 $564,000
Q1 2020

Apr 15, 2020
SELL
$49.11 - $85.52 $124,100 - $216,109
-2,527 Reduced 14.58%
14,804 $831,000
Q4 2019

Jan 22, 2020
SELL
$75.05 - $84.14 $300 - $336
-4 Reduced 0.02%
17,331 $1.45 Million
Q3 2019

Nov 05, 2019
SELL
$73.61 - $80.67 $158,629 - $173,843
-2,155 Reduced 11.06%
17,335 $1.35 Million
Q2 2019

Aug 09, 2019
BUY
$73.17 - $81.37 $220,973 - $245,737
3,020 Added 18.34%
19,490 $1.53 Million
Q1 2019

Apr 08, 2019
SELL
$68.34 - $81.18 $275,751 - $327,561
-4,035 Reduced 19.68%
16,470 $1.27 Million
Q4 2018

Feb 13, 2019
BUY
$65.14 - $85.94 $544,896 - $718,888
8,365 Added 68.9%
20,505 $1.42 Million
Q2 2018

Aug 07, 2018
SELL
$75.25 - $86.64 $236,134 - $271,876
-3,138 Reduced 20.54%
12,140 $1.01 Million
Q1 2018

Apr 20, 2018
BUY
$73.35 - $80.36 $250,123 - $274,027
3,410 Added 28.73%
15,278 $1.18 Million
Q3 2017

Oct 27, 2017
BUY
$72.31 - $74.22 $226,908 - $232,902
3,138 Added 35.95%
11,868 $881,000
Q2 2017

Aug 07, 2017
BUY
N/A
8,730
8,730 $0

Others Institutions Holding IJR

# of Institutions
2,476
Shares Held
489M
Call Options Held
727K
Put Options Held
97.4K
View Full List

About ISHARES CORE S&P SM CAP ETF

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