A detailed history of Loring Wolcott & Coolidge Fiduciary Advisors LLP transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 896 shares of SCZ stock, worth $56,017. This represents 0.0% of its overall portfolio holdings.

Number of Shares
896
Previous 666 34.53%
Holding current value
$56,017
Previous $41,000 46.34%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

BUY
$60.13 - $68.17 $13,829 - $15,679
230 Added 34.53%
896 $60,000
Q2 2024

Jul 17, 2024

BUY
$60.46 - $64.81 $40,266 - $43,163
666 New
666 $41,000
Q2 2022

Jul 26, 2022

BUY
$54.29 - $67.38 $36,157 - $44,875
666 New
666 $36,000
Q4 2021

Feb 14, 2022

SELL
$70.21 - $77.4 $421,259 - $464,400
-6,000 Closed
0 $0
Q3 2021

Nov 12, 2021

SELL
$72.22 - $79.08 $72,220 - $79,080
-1,000 Reduced 14.29%
6,000 $446,000
Q2 2021

Aug 13, 2021

BUY
$72.9 - $77.14 $510,300 - $539,980
7,000 New
7,000 $519,000
Q1 2021

Apr 14, 2021

SELL
$68.09 - $73.16 $606,954 - $652,148
-8,914 Closed
0 $0
Q4 2020

Jan 14, 2021

BUY
$56.79 - $68.74 $154,241 - $186,697
2,716 Added 43.82%
8,914 $609,000
Q3 2020

Oct 15, 2020

BUY
$53.91 - $60.23 $334,134 - $373,305
6,198 New
6,198 $366,000
Q1 2019

Apr 08, 2019

SELL
$51.31 - $58.06 $25,655 - $29,030
-500 Closed
0 $0
Q2 2018

Aug 07, 2018

SELL
$62.31 - $66.88 $26,668 - $28,624
-428 Reduced 46.12%
500 $31,000
Q1 2018

Apr 20, 2018

BUY
$62.72 - $69.19 $26,844 - $29,613
428 Added 85.6%
928 $60,000
Q2 2017

Aug 07, 2017

BUY
N/A
500
500 $0

Others Institutions Holding SCZ

About ISHARES TR MSCI EAFE SMALL CAP


  • Ticker SCZ
  • Sector ETFs
  • Industry ETFs
More about SCZ
Track This Portfolio

Track Loring Wolcott & Coolidge Fiduciary Advisors LLP Portfolio

Follow Loring Wolcott & Coolidge Fiduciary Advisors LLP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Loring Wolcott & Coolidge Fiduciary Advisors LLP, based on Form 13F filings with the SEC.

News

Stay updated on Loring Wolcott & Coolidge Fiduciary Advisors LLP with notifications on news.