Loring Wolcott & Coolidge Fiduciary Advisors LLP Ishares Tr Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$10.4 Billion
Q1 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 26, 2022	SELL	$109.96 - $110.28 $6,047 - $6,065	-55 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	$110.48 - $110.53 $6,076 - $6,079	55 New	55 $6,000
Q1 2021 Apr 14, 2021	SELL	$110.51 - $110.53 $6,078 - $6,079	-55 Closed	0 $0
Q2 2020 Jul 30, 2020	BUY	$110.71 - $110.94 $6,089 - $6,101	55 New	55 $6,000

Others Institutions Holding SHV

# of Institutions

711

Shares Held

94.4M

Call Options Held

Put Options Held

Milliman Financial Risk Management LLC Chicago, IL

18.2M
Shares

$2 Billion
31.24% of portfolio
Black Rock Inc. New York, NY

8.06M
Shares

$887 Million
0.02% of portfolio
Morgan Stanley New York, NY

5.65M
Shares

$622 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

3.48M
Shares

$384 Million
0.09% of portfolio
Bank Of America Corp Charlotte, NC

3.35M
Shares

$369 Million
0.04% of portfolio

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About ISHARES TR

Ticker SHV
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