Loring Wolcott & Coolidge Fiduciary Advisors LLP Ishares Russell 3000 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 3000 ETF stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 725 shares of IWV stock, worth $236,545. This represents 0.0% of its overall portfolio holdings.

Number of Shares
725
Previous 725 -0.0%
Holding current value
$236,545
Previous $217,000 2.76%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 03, 2023
SELL
$243.9 - $263.56 $13,902 - $15,022
-57 Reduced 7.29%
725 $177,000
Q2 2023

Aug 01, 2023
BUY
$231.57 - $254.48 $13,199 - $14,505
57 Added 7.86%
782 $199,000
Q2 2021

Aug 13, 2021
BUY
$240.32 - $256.01 $174,232 - $185,607
725 New
725 $186,000
Q1 2021

Apr 14, 2021
SELL
$220.59 - $239.53 $159,927 - $173,659
-725 Closed
0 $0
Q2 2017

Aug 07, 2017
BUY
N/A
725
725 $0

Others Institutions Holding IWV

# of Institutions
833
Shares Held
26.4M
Call Options Held
18.7K
Put Options Held
4.9K
View Full List

About ISHARES RUSSELL 3000 ETF

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