Loring Wolcott & Coolidge Fiduciary Advisors LLP Ishares Russell Mid Cap Growth Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$10.3 Billion
Q1 2025

A detailed history of Loring Wolcott & Coolidge Fiduciary Advisors LLP transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 1,122 shares of IWP stock, worth $159,671. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,122

Previous 1,122 -0.0%

Holding current value

$159,671

Previous $142,000 7.75%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	SELL	$105.7 - $113.43 $6,659 - $7,146	-63 Reduced 5.32%	1,122 $123,000
Q1 2024 Apr 23, 2024	BUY	$100.66 - $114.14 $6,341 - $7,190	63 Added 5.61%	1,185 $135,000
Q1 2023 May 02, 2023	SELL	$82.89 - $94.68 $89,355 - $102,065	-1,078 Reduced 49.0%	1,122 $102,000
Q4 2020 Jan 14, 2021	BUY	$86.54 - $104.78 $95,194 - $115,258	1,100 Added 100.0%	2,200 $226,000
Q1 2019 Apr 08, 2019	SELL	N/A	-270 Reduced 19.71%	1,100 $149,000
Q4 2018 Feb 13, 2019	BUY	N/A	270 Added 24.55%	1,370 $156,000
Q2 2018 Aug 07, 2018	SELL	N/A	-339 Reduced 23.56%	1,100 $139,000
Q1 2018 Apr 20, 2018	BUY	N/A	339 Added 30.82%	1,439 $177,000
Q2 2017 Aug 07, 2017	BUY	N/A	1,100	1,100 $0

Others Institutions Holding IWP

# of Institutions

1,248

Shares Held

133M

Call Options Held

132K

Put Options Held

92.9K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
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Loring Wolcott & Coolidge Fiduciary Advisors LLP Ishares Russell Mid Cap Growth Transaction History