Loring Wolcott & Coolidge Fiduciary Advisors LLP Ishares Russell 1000 Val ETF 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 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 $1.44 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,920

Previous 7,920 -0.0%

Holding current value

$1.44 Million

Previous $1.42 Million 2.61%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	N/A	-1,998 Reduced 15.99%	10,500 $1.74 Million
Q4 2021 Feb 14, 2022	SELL	N/A	-801 Reduced 6.02%	12,498 $2.1 Million

Q2 2021 Aug 13, 2021	BUY	N/A	13,299 New	13,299 $2.11 Million
Q1 2021 Apr 14, 2021	SELL	N/A	-12,993 Closed	0 $0
Q3 2020 Oct 15, 2020	BUY	N/A	12,993 New	12,993 $1.54 Million

Others Institutions Holding IWD

# of Institutions

1,631

Shares Held

250M

Call Options Held

509K

Put Options Held

50K

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

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