Loring Wolcott & Coolidge Fiduciary Advisors LLP Ishares Russell2000 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 Russell2000 Val ETF stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 9,073 shares of IWN stock, worth $1.5 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,073
Previous 8,744 3.76%
Holding current value
$1.5 Million
Previous $1.39 Million 0.5%
% of portfolio
0.01%
Previous 0.01%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024
BUY
$146.03 - $158.93 $48,043 - $52,287
329 Added 3.76%
9,073 $1.38 Million
Q1 2024

Apr 23, 2024
SELL
$145.61 - $158.81 $2,038 - $2,223
-14 Reduced 0.16%
8,744 $1.39 Million
Q4 2023

Feb 01, 2024
SELL
$125.51 - $158.2 $13,680 - $17,243
-109 Reduced 1.23%
8,758 $1.36 Million
Q3 2023

Nov 03, 2023
SELL
$133.8 - $151.24 $98,209 - $111,010
-734 Reduced 7.65%
8,867 $1.2 Million
Q2 2023

Aug 01, 2023
SELL
$128.93 - $142.33 $207,319 - $228,866
-1,608 Reduced 14.35%
9,601 $1.35 Million
Q1 2023

May 02, 2023
SELL
$130.78 - $156.96 $39,757 - $47,715
-304 Reduced 2.64%
11,209 $1.54 Million
Q4 2022

Mar 02, 2023
BUY
$131.32 - $149.64 $13,657 - $15,562
104 Added 0.91%
11,513 $1.6 Million
Q4 2022

Feb 14, 2023
SELL
$131.32 - $149.64 $13,657 - $15,562
-104 Reduced 0.9%
11,409 $1.69 Million
Q3 2022

Oct 25, 2022
SELL
$128.93 - $159.38 $22,562 - $27,891
-175 Reduced 1.5%
11,513 $1.48 Million
Q2 2022

Jul 26, 2022
SELL
$134.47 - $162.71 $180,055 - $217,868
-1,339 Reduced 10.28%
11,688 $1.59 Million
Q4 2021

Feb 14, 2022
BUY
$157.31 - $176.88 $1.03 Million - $1.16 Million
6,574 Added 101.88%
13,027 $2.16 Million
Q3 2021

Nov 12, 2021
SELL
$152.99 - $167.43 $61,960 - $67,809
-405 Reduced 5.91%
6,453 $1.03 Million
Q2 2021

Aug 13, 2021
BUY
$156.91 - $173.97 $313,506 - $347,592
1,998 Added 41.11%
6,858 $1.14 Million
Q1 2021

Apr 14, 2021
SELL
$130.0 - $169.53 $58,500 - $76,288
-450 Reduced 8.47%
4,860 $775,000
Q4 2020

Jan 14, 2021
BUY
$100.9 - $132.3 $271,723 - $356,283
2,693 Added 102.9%
5,310 $700,000
Q3 2020

Oct 15, 2020
BUY
$91.58 - $108.28 $237,650 - $280,986
2,595 Added 11795.45%
2,617 $260,000
Q2 2020

Jul 30, 2020
BUY
$74.44 - $109.12 $1,637 - $2,400
22 New
22 $2,000
Q2 2018

Aug 07, 2018
SELL
$119.36 - $135.64 $18,978 - $21,566
-159 Closed
0 $0
Q1 2018

Apr 20, 2018
BUY
$118.48 - $130.86 $18,838 - $20,806
159 New
159 $19,000

Others Institutions Holding IWN

# of Institutions
998
Shares Held
59.4M
Call Options Held
280K
Put Options Held
140K
View Full List

About ISHARES RUSSELL2000 VAL ETF

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