Loring Wolcott & Coolidge Fiduciary Advisors LLP Ishares Core S&P Total U.S. St 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 Total U.S. St stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 1,061 shares of ITOT stock, worth $132,678. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,061

Previous 1,061 -0.0%

Holding current value

$132,678

Previous $122,000 3.28%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 01, 2024	SELL	$90.04 - $105.69 $22,960 - $26,950	-255 Reduced 19.38%	1,061 $111,000
Q3 2023 Nov 03, 2023	BUY	$93.72 - $101.39 $89,971 - $97,334	960 Added 269.66%	1,316 $123,000
Q4 2022 Feb 14, 2023	BUY	$79.44 - $90.48 $28,280 - $32,210	356 New	356 $32,000
Q1 2021 Apr 14, 2021	SELL	$85.12 - $92.58 $22,131 - $24,070	-260 Closed	0 $0
Q4 2020 Jan 14, 2021	BUY	$74.05 - $86.22 $19,253 - $22,417	260 New	260 $22,000
Q3 2020 Oct 15, 2020	SELL	$69.81 - $80.47 $35,672 - $41,120	-511 Closed	0 $0
Q2 2020 Jul 30, 2020	BUY	$54.49 - $72.8 $27,844 - $37,200	511 New	511 $35,000

Others Institutions Holding ITOT

# of Institutions

1,338

Shares Held

302M

Call Options Held

97.2K

Put Options Held

16.1K

View Full List

About ISHARES CORE S&P TOTAL U.S. ST

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Loring Wolcott & Coolidge Fiduciary Advisors LLP Ishares Core S&P Total U.S. St Transaction History