Loring Wolcott & Coolidge Fiduciary Advisors LLP Ishares Tr Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 03, 2023	BUY	$88.51 - $93.81 $18,941 - $20,075	214 New	214 $19,000
Q1 2023 May 02, 2023	BUY	$91.7 - $96.45 $54,836 - $57,677	598 New	598 $56,000
Q1 2022 Apr 13, 2022	SELL	$100.79 - $107.06 $7,559 - $8,029	-75 Closed	0 $0
Q3 2021 Nov 12, 2021	SELL	$107.99 - $108.77 $75,377 - $75,921	-698 Reduced 90.3%	75 $8,000
Q2 2021 Aug 13, 2021	BUY	$107.91 - $108.86 $83,414 - $84,148	773 New	773 $84,000

Others Institutions Holding MBB

# of Institutions

944

Shares Held

327M

Call Options Held

152K

Put Options Held

48.5K

Bank Of America Corp Charlotte, NC

74.2M
Shares

$6.85 Billion
0.6% of portfolio
Jpmorgan Chase & CO New York, NY

34.7M
Shares

$3.2 Billion
0.27% of portfolio
Envestnet Asset Management Inc

27.4M
Shares

$2.53 Billion
0.87% of portfolio
Lpl Financial LLC Fort Mill, SC

19.2M
Shares

$1.77 Billion
0.84% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

18.3M
Shares

$1.69 Billion
0.72% of portfolio

View Full List

About ISHARES TR

Ticker MBB
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