Loring Wolcott & Coolidge Fiduciary Advisors LLP Ishares Russell 2000 Gwt 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 Gwt ETF stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 6,218 shares of IWO stock, worth $2.02 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

6,218

Previous 6,338 1.89%

Holding current value

$2.02 Million

Previous $1.62 Million 9.76%

% of portfolio

0.02%

Previous 0.02%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	SELL	$224.16 - $285.86 $26,899 - $34,303	-120 Reduced 1.89%	6,218 $1.78 Million
Q1 2025 Apr 24, 2025	SELL	$254.58 - $302.92 $68,736 - $81,788	-270 Reduced 4.09%	6,338 $1.62 Million
Q3 2024 Oct 25, 2024	SELL	$256.4 - $289.78 $21,793 - $24,631	-85 Reduced 1.27%	6,608 $1.88 Million
Q2 2024 Jul 17, 2024	BUY	$245.29 - $268.7 $172,193 - $188,627	702 Added 11.72%	6,693 $1.76 Million
Q1 2024 Apr 23, 2024	SELL	$239.5 - $270.8 $7,185 - $8,124	-30 Reduced 0.5%	5,991 $1.62 Million
Q4 2023 Feb 01, 2024	SELL	$204.07 - $257.57 $26,937 - $33,999	-132 Reduced 2.15%	6,021 $1.52 Million
Q2 2023 Aug 01, 2023	SELL	$219.8 - $242.66 $303,324 - $334,870	-1,380 Reduced 18.32%	6,153 $1.49 Million
Q1 2023 May 02, 2023	SELL	$212.51 - $245.01 $14,875 - $17,150	-70 Reduced 0.92%	7,533 $1.71 Million
Q4 2022 Mar 02, 2023	BUY	$205.84 - $231.03 $14,408 - $16,172	70 Added 0.93%	7,603 $1.63 Million
Q4 2022 Feb 14, 2023	SELL	$205.84 - $231.03 $46,931 - $52,674	-228 Reduced 2.94%	7,533 $1.75 Million
Q3 2022 Oct 25, 2022	SELL	$202.93 - $248.43 $68,996 - $84,466	-340 Reduced 4.2%	7,761 $1.6 Million
Q2 2022 Jul 26, 2022	SELL	$194.2 - $261.13 $147,592 - $198,458	-760 Reduced 8.58%	8,101 $1.67 Million
Q1 2022 Apr 13, 2022	SELL	$234.1 - $296.68 $458,836 - $581,492	-1,960 Reduced 18.11%	8,861 $2.27 Million
Q4 2021 Feb 14, 2022	BUY	$280.02 - $327.35 $1.26 Million - $1.48 Million	4,513 Added 71.54%	10,821 $3.17 Million
Q3 2021 Nov 12, 2021	SELL	$284.4 - $314.06 $174,906 - $193,146	-615 Reduced 8.88%	6,308 $1.85 Million
Q2 2021 Aug 13, 2021	BUY	$278.74 - $313.3 $329,749 - $370,633	1,183 Added 20.61%	6,923 $2.16 Million
Q1 2021 Apr 14, 2021	SELL	$282.5 - $336.63 $254,250 - $302,967	-900 Reduced 13.55%	5,740 $1.73 Million
Q4 2020 Jan 14, 2021	BUY	$223.17 - $294.86 $991,990 - $1.31 Million	4,445 Added 202.51%	6,640 $1.9 Million
Q3 2020 Oct 15, 2020	BUY	$203.91 - $230.98 $437,386 - $495,452	2,145 Added 4290.0%	2,195 $486,000
Q2 2020 Jul 30, 2020	BUY	$145.61 - $213.67 $7,280 - $10,683	50 New	50 $10,000
Q2 2018 Aug 07, 2018	SELL	$185.51 - $214.36 $20,406 - $23,579	-110 Closed	0 $0
Q1 2018 Apr 20, 2018	BUY	$179.86 - $200.59 $19,784 - $22,064	110 New	110 $21,000

Others Institutions Holding IWO

# of Institutions

1,103

Shares Held

33.1M

Call Options Held

45.7K

Put Options Held

26.2K

View Full List

About ISHARES RUSSELL 2000 GWT ETF

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