Loring Wolcott & Coolidge Fiduciary Advisors LLP Ishares S&P 500 Growth ETF Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

  • $10.3 Billion
  • Q1 2025

A detailed history of Loring Wolcott & Coolidge Fiduciary Advisors LLP transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 9,300 shares of IVW stock, worth $977,430. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,300
Previous 9,300 -0.0%
Holding current value
$977,430
Previous $944,000 8.58%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 28, 2025
SELL
$94.43 - $105.47 $72,333 - $80,790
-766 Reduced 7.61%
9,300 $944,000
Q3 2024

Oct 25, 2024
SELL
$84.77 - $97.13 $55,100 - $63,134
-650 Reduced 6.07%
10,066 $963,000
Q2 2024

Jul 17, 2024
BUY
$79.31 - $93.31 $354,595 - $417,189
4,471 Added 71.59%
10,716 $991,000
Q1 2024

Apr 23, 2024
SELL
$72.87 - $85.14 $20,039 - $23,413
-275 Reduced 4.22%
6,245 $527,000
Q4 2023

Feb 01, 2024
SELL
$65.78 - $75.4 $52,887 - $60,621
-804 Reduced 10.98%
6,520 $489,000
Q3 2023

Nov 03, 2023
BUY
$68.05 - $72.66 $291,254 - $310,984
4,280 Added 140.6%
7,324 $501,000
Q2 2023

Aug 01, 2023
SELL
$63.21 - $70.48 $48,355 - $53,917
-765 Reduced 20.08%
3,044 $214,000
Q1 2023

May 02, 2023
SELL
$57.25 - $63.89 $113,355 - $126,502
-1,980 Reduced 34.2%
3,809 $243,000
Q4 2022

Mar 02, 2023
BUY
$56.73 - $63.56 $112,325 - $125,848
1,980 Added 51.98%
5,789 $338,000
Q4 2022

Feb 14, 2023
SELL
$56.73 - $63.56 $255,511 - $286,274
-4,504 Reduced 54.18%
3,809 $232,000
Q2 2022

Jul 26, 2022
BUY
$58.13 - $77.8 $225,021 - $301,163
3,871 Added 87.15%
8,313 $502,000
Q1 2022

Apr 13, 2022
SELL
$68.33 - $84.32 $776,023 - $957,622
-11,357 Reduced 71.88%
4,442 $339,000
Q4 2021

Feb 14, 2022
SELL
$73.18 - $84.81 $600,149 - $695,526
-8,201 Reduced 34.17%
15,799 $1.32 Million
Q3 2021

Nov 12, 2021
SELL
$72.99 - $79.0 $68,245 - $73,865
-935 Reduced 3.75%
24,000 $1.77 Million
Q2 2021

Aug 13, 2021
SELL
$65.96 - $72.81 $123,279 - $136,081
-1,869 Reduced 6.97%
24,935 $1.81 Million
Q1 2021

Apr 14, 2021
BUY
$61.43 - $67.25 $500,040 - $547,415
8,140 Added 43.61%
26,804 $1.75 Million
Q4 2020

Jan 14, 2021
BUY
$56.17 - $63.82 $1.05 Million - $1.19 Million
18,664 New
18,664 $1.19 Million

Others Institutions Holding IVW

# of Institutions
2,027
Shares Held
427M
Call Options Held
203K
Put Options Held
136K
View Full List

About ISHARES S&P 500 GROWTH ETF

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