Loring Wolcott & Coolidge Fiduciary Advisors LLP Ishares U.S. Consumer Staples Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Aug 07, 2018	SELL	$111.68 - $121.06 $29,930 - $32,444	-268 Closed	0 $0
Q1 2018 Apr 20, 2018	BUY	$115.42 - $130.64 $30,932 - $35,011	268 New	268 $32,000

Others Institutions Holding IYK

# of Institutions

242

Shares Held

36.4M

Call Options Held

Put Options Held

International Assets Investment Management, LLC Orlando, FL

26.9M
Shares

$1.88 Billion
1.16% of portfolio
Pgim Custom Harvest LLC Newark, NJ

1.47M
Shares

$103 Million
2.12% of portfolio
Lpl Financial LLC Fort Mill, SC

847K
Shares

$59.2 Million
0.03% of portfolio
Morgan Stanley New York, NY

847K
Shares

$59.1 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

786K
Shares

$54.9 Million
0.01% of portfolio

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About ISHARES U.S. CONSUMER STAPLES

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