Loring Wolcott & Coolidge Fiduciary Advisors LLP Ishares Msci Usa Quality Facto 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	$144.62 - $165.44 $27,043 - $30,937	187 New	187 $30,000
Q1 2021 Apr 14, 2021	SELL	$112.92 - $122.16 $81,302 - $87,955	-720 Closed	0 $0
Q4 2020 Jan 14, 2021	BUY	$100.86 - $116.21 $72,619 - $83,671	720 New	720 $84,000

Others Institutions Holding QUAL

# of Institutions

1,297

Shares Held

213M

Call Options Held

36.5K

Put Options Held

9.5K

Envestnet Asset Management Inc

27M
Shares

$4.58 Billion
1.69% of portfolio
Lpl Financial LLC Fort Mill, SC

13M
Shares

$2.21 Billion
1.17% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

8.81M
Shares

$1.49 Billion
1.01% of portfolio
Morgan Stanley New York, NY

8.15M
Shares

$1.38 Billion
0.11% of portfolio
Bank Of America Corp Charlotte, NC

7.86M
Shares

$1.33 Billion
0.12% of portfolio

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About ISHARES MSCI USA QUALITY FACTO

Ticker QUAL
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