Loring Wolcott & Coolidge Fiduciary Advisors LLP Ishares Russell 2000 Gwt 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 Russell 2000 Gwt ETF stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 6,693 shares of IWO stock, worth $1.89 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,693
Previous 5,991 11.72%
Holding current value
$1.89 Million
Previous $1.62 Million 8.32%
% of portfolio
0.02%
Previous 0.02%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
985
Shares Held
33.4M
Call Options Held
84K
Put Options Held
36K
View Full List

About ISHARES RUSSELL 2000 GWT ETF

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