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

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 12, 2021	SELL	$96.17 - $106.29 $144,255 - $159,435	-1,500 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	$99.12 - $110.44 $148,680 - $165,660	1,500 New	1,500 $158,000
Q4 2020 Jan 14, 2021	SELL	$62.11 - $81.5 $21,614 - $28,362	-348 Closed	0 $0
Q3 2020 Oct 15, 2020	BUY	$57.0 - $67.07 $19,836 - $23,340	348 New	348 $43,000

Others Institutions Holding IJS

# of Institutions

849

Shares Held

40.9M

Call Options Held

20K

Put Options Held

11.6K

Morgan Stanley New York, NY

3.49M
Shares

$408 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

3.36M
Shares

$394 Million
0.03% of portfolio
M&T Bank Corp

1.52M
Shares

$178 Million
0.54% of portfolio
Regions Financial Corp

1.5M
Shares

$175 Million
1.16% of portfolio
Wells Fargo & Company San Francisco, CA

1.3M
Shares

$152 Million
0.03% of portfolio

View Full List

About ISHARES S&P SMALLCAP 600 VALUE

Ticker IJS
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