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

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 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

1,100

Shares Held

188M

Call Options Held

167K

Put Options Held

797K

Bank Of America Corp Charlotte, NC

24.4M
Shares

$797 Million
0.07% of portfolio
Morgan Stanley New York, NY

15.4M
Shares

$503 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

9.04M
Shares

$295 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

7.17M
Shares

$234 Million
0.11% of portfolio
Ubs Group Ag

5.88M
Shares

$192 Million
0.04% of portfolio

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