Loring Wolcott & Coolidge Fiduciary Advisors LLP Ishares Tr Msci Usa Esg Select Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q2 2025

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 26, 2022	SELL	$78.1 - $97.98 $96,922 - $121,593	-1,241 Closed	0 $0
Q1 2022 Apr 13, 2022	SELL	$89.45 - $106.35 $45,708 - $54,344	-511 Reduced 29.17%	1,241 $120,000
Q4 2021 Feb 14, 2022	SELL	$95.76 - $106.67 $83,598 - $93,122	-873 Reduced 33.26%	1,752 $186,000
Q3 2021 Nov 12, 2021	BUY	$94.69 - $101.93 $248,561 - $267,566	2,625 New	2,625 $252,000
Q1 2021 Apr 14, 2021	SELL	$81.34 - $87.82 $68,325 - $73,768	-840 Closed	0 $0
Q4 2020 Jan 14, 2021	BUY	$72.19 - $82.34 $60,639 - $69,165	840 New	840 $69,000
Q4 2019 Jan 22, 2020	SELL	$59.6 - $67.25 $102,869 - $116,073	-1,726 Closed	0 $0
Q3 2019 Nov 05, 2019	SELL	$61.15 - $62.5 $6,726 - $6,875	-110 Reduced 5.99%	1,726 $213,000
Q1 2019 Apr 08, 2019	BUY	N/A	1,616 Added 734.55%	1,836 $217,000
Q4 2018 Feb 13, 2019	BUY	N/A	220 New	220 $23,000

Others Institutions Holding SUSA

# of Institutions

537

Shares Held

18.2M

Call Options Held

Put Options Held

200

Jpmorgan Chase & CO New York, NY

1.5M
Shares

$194 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.49M
Shares

$192 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.06M
Shares

$136 Million
0.01% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

997K
Shares

$129 Million
0.06% of portfolio
Ameriprise Financial Inc Minneapolis, MN

651K
Shares

$84 Million
0.02% of portfolio

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