Loring Wolcott & Coolidge Fiduciary Advisors LLP Ishares Russell2000 Val 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 Russell2000 Val ETF stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 8,923 shares of IWN stock, worth $1.47 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,923
Previous 9,073 1.65%
Holding current value
$1.47 Million
Previous $1.38 Million 7.75%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 25, 2024
SELL
$150.05 - $171.34 $22,507 - $25,701
-150 Reduced 1.65%
8,923 $1.49 Million
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
1,051
Shares Held
58.9M
Call Options Held
987K
Put Options Held
207K
View Full List

About ISHARES RUSSELL2000 VAL ETF

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