Loring Wolcott & Coolidge Fiduciary Advisors LLP Ishares S&P Smallcap 600 Value Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$10.5 Billion
Q2 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 12, 2021	SELL	N/A	-1,500 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	N/A	1,500 New	1,500 $158,000
Q4 2020 Jan 14, 2021	SELL	N/A	-348 Closed	0 $0
Q3 2020 Oct 15, 2020	BUY	N/A	348 New	348 $43,000

Others Institutions Holding IJS

# of Institutions

803

Shares Held

39.4M

Call Options Held

15.5K

Put Options Held

5.6K

Morgan Stanley New York, NY

3.47M
Shares

$362 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

3.45M
Shares

$360 Million
0.03% of portfolio
M&T Bank Corp

1.52M
Shares

$159 Million
0.51% of portfolio
Regions Financial Corp

1.46M
Shares

$152 Million
1.08% of portfolio
Wells Fargo & Company San Francisco, CA

1.33M
Shares

$139 Million
0.03% of portfolio

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About ISHARES S&P SMALLCAP 600 VALUE

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