Loring Wolcott & Coolidge Fiduciary Advisors LLP Ishares Trust Ishares Pfd And Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$10.5 Billion
Q2 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	BUY	$31.12 - $32.54 $19,761 - $20,662	635 New	635 $20,000
Q3 2018 Oct 31, 2018	SELL	$37.02 - $38.0 $92,550 - $95,000	-2,500 Closed	0 $0
Q4 2017 Feb 08, 2018	BUY	$38.07 - $38.65 $95,175 - $96,625	2,500	2,500 $95,000

Others Institutions Holding PFF

# of Institutions

1,092

Shares Held

186M

Call Options Held

375K

Put Options Held

1.29M

Bank Of America Corp Charlotte, NC

23.9M
Shares

$799 Million
0.07% of portfolio
Morgan Stanley New York, NY

13.8M
Shares

$462 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

8.33M
Shares

$279 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

6.52M
Shares

$218 Million
0.1% of portfolio
Ubs Group Ag

6.35M
Shares

$213 Million
0.05% of portfolio

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