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

Loring Wolcott & Coolidge Fiduciary Advisors LLP

  • $10.9 Billion
  • Q4 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 731 shares of ITOT stock, worth $85,534. This represents 0.0% of its overall portfolio holdings.

Number of Shares
731
Previous 911 19.76%
Holding current value
$85,534
Previous $114,000 17.54%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
SELL
$124.26 - $134.12 $22,366 - $24,141
-180 Reduced 19.76%
731 $94,000
Q3 2024

Oct 25, 2024
SELL
$113.41 - $125.62 $17,011 - $18,843
-150 Reduced 14.14%
911 $114,000
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
1,561
Shares Held
313M
Call Options Held
53K
Put Options Held
29.4K
View Full List

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

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