Loring Wolcott & Coolidge Fiduciary Advisors LLP Ishares Russell 2000 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 2000 ETF stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 3,198 shares of IWM stock, worth $786,196. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,198
Previous 3,552 9.97%
Holding current value
$786,196
Previous $708,000 2.54%
% of portfolio
0.01%
Previous 0.01%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
SELL
$174.82 - $215.79 $61,886 - $76,389
-354 Reduced 9.97%
3,198 $690,000
Q4 2024

Jan 28, 2025
SELL
$216.13 - $242.4 $34,580 - $38,784
-160 Reduced 4.31%
3,552 $784,000
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
2,923
Shares Held
304M
Call Options Held
285M
Put Options Held
617M
View Full List

About ISHARES RUSSELL 2000 ETF

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