Loring Wolcott & Coolidge Fiduciary Advisors LLP Ishares Russell 2000 ETF Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

  • $11.1 Billion
  • Q3 2024

A detailed history of Loring Wolcott & Coolidge Fiduciary Advisors LLP transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 3,712 shares of IWM stock, worth $825,511. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,712
Previous 3,817 2.75%
Holding current value
$825,511
Previous $774,000 5.81%
% of portfolio
0.01%
Previous 0.01%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
SELL
$200.87 - $224.6 $21,091 - $23,583
-105 Reduced 2.75%
3,712 $819,000
Q2 2024

Jul 17, 2024
SELL
$192.84 - $209.44 $14,463 - $15,708
-75 Reduced 1.93%
3,817 $774,000
Q4 2023

Feb 01, 2024
SELL
$162.21 - $204.82 $39,741 - $50,180
-245 Reduced 5.92%
3,892 $781,000
Q3 2023

Nov 03, 2023
BUY
$174.36 - $198.71 $22,666 - $25,832
130 Added 3.24%
4,137 $731,000
Q1 2022

Apr 13, 2022
SELL
$191.52 - $225.32 $509,060 - $598,900
-2,658 Reduced 39.88%
4,007 $823,000
Q3 2021

Nov 12, 2021
SELL
$211.73 - $231.39 $27,524 - $30,080
-130 Reduced 1.91%
6,665 $1.46 Million
Q2 2021

Aug 13, 2021
BUY
$211.85 - $232.89 $421,369 - $463,218
1,989 Added 41.39%
6,795 $1.56 Million
Q1 2021

Apr 14, 2021
SELL
$193.5 - $234.42 $143,383 - $173,705
-741 Reduced 13.36%
4,806 $1.06 Million
Q4 2020

Jan 14, 2021
SELL
$152.18 - $199.14 $136,657 - $178,827
-898 Reduced 13.93%
5,547 $1.09 Million
Q3 2020

Oct 15, 2020
BUY
$139.07 - $158.46 $457,679 - $521,491
3,291 Added 104.34%
6,445 $965,000
Q2 2020

Jul 30, 2020
BUY
$104.62 - $153.09 $22,284 - $32,608
213 Added 7.24%
3,154 $452,000
Q4 2019

Jan 22, 2020
SELL
$146.46 - $166.68 $12,742 - $14,501
-87 Reduced 2.87%
2,941 $487,000
Q3 2019

Nov 05, 2019
BUY
$144.85 - $157.9 $8,980 - $9,789
62 Added 2.09%
3,028 $458,000
Q1 2019

Apr 08, 2019
BUY
$132.25 - $158.24 $3,306 - $3,956
25 Added 0.85%
2,966 $454,000
Q2 2018

Aug 07, 2018
BUY
$148.13 - $169.97 $20,886 - $23,965
141 Added 5.04%
2,941 $482,000
Q1 2018

Apr 20, 2018
BUY
$145.44 - $159.96 $19,488 - $21,434
134 Added 5.03%
2,800 $425,000
Q2 2017

Aug 07, 2017
BUY
N/A
2,666
2,666 $0

Others Institutions Holding IWM

# of Institutions
2,665
Shares Held
308M
Call Options Held
232M
Put Options Held
524M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Loring Wolcott & Coolidge Fiduciary Advisors LLP Portfolio

Follow Loring Wolcott & Coolidge Fiduciary Advisors LLP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Loring Wolcott & Coolidge Fiduciary Advisors LLP, based on Form 13F filings with the SEC.

News

Stay updated on Loring Wolcott & Coolidge Fiduciary Advisors LLP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email