Loring Wolcott & Coolidge Fiduciary Advisors LLP Ishares Russell 1000 Val ETF Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

  • $11.1 Billion
  • Q2 2025

A detailed history of Loring Wolcott & Coolidge Fiduciary Advisors LLP transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 7,920 shares of IWD stock, worth $1.6 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,920
Previous 7,920 -0.0%
Holding current value
$1.6 Million
Previous $1.49 Million 3.22%
% of portfolio
0.01%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
SELL
$161.84 - $179.11 $258,782 - $286,396
-1,599 Reduced 16.8%
7,920 $1.42 Million
Q2 2023

Aug 01, 2023
BUY
$148.55 - $157.83 $127,455 - $135,418
858 Added 9.91%
9,519 $1.5 Million
Q1 2023

May 02, 2023
SELL
$145.2 - $161.56 $267,022 - $297,108
-1,839 Reduced 17.51%
8,661 $1.32 Million
Q1 2022

Apr 13, 2022
SELL
$157.15 - $170.51 $313,985 - $340,678
-1,998 Reduced 15.99%
10,500 $1.74 Million
Q4 2021

Feb 14, 2022
SELL
$157.12 - $168.08 $125,853 - $134,632
-801 Reduced 6.02%
12,498 $2.1 Million
Q2 2021

Aug 13, 2021
BUY
$152.86 - $162.4 $2.03 Million - $2.16 Million
13,299 New
13,299 $2.11 Million
Q1 2021

Apr 14, 2021
SELL
$134.89 - $153.0 $1.75 Million - $1.99 Million
-12,993 Closed
0 $0
Q3 2020

Oct 15, 2020
BUY
$111.27 - $124.26 $1.45 Million - $1.61 Million
12,993 New
12,993 $1.54 Million

Others Institutions Holding IWD

# of Institutions
1,949
Shares Held
267M
Call Options Held
722K
Put Options Held
5.49M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

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