Loring Wolcott & Coolidge Fiduciary Advisors LLP Ishares Barclays 0 5 Year Tips Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q2 2025

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Jul 30, 2020	SELL	$99.85 - $102.42 $324,712 - $333,069	-3,252 Closed	0 $0
Q1 2020 Apr 15, 2020	BUY	$96.7 - $102.1 $64,015 - $67,590	662 Added 25.56%	3,252 $325,000
Q4 2019 Jan 22, 2020	BUY	$99.88 - $100.71 $258,689 - $260,838	2,590 New	2,590 $261,000

Others Institutions Holding STIP

# of Institutions

828

Shares Held

75.2M

Call Options Held

4.5K

Put Options Held

Betterment LLC New York, NY

4.01M
Shares

$413 Million
0.88% of portfolio
Envestnet Asset Management Inc

3.25M
Shares

$335 Million
0.1% of portfolio
Lpl Financial LLC Fort Mill, SC

2.88M
Shares

$297 Million
0.1% of portfolio
Personal Capital Advisors Corp

2.47M
Shares

$255 Million
1.16% of portfolio
Modera Wealth Management, LLC

2.03M
Shares

$209 Million
2.64% of portfolio

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