A detailed history of Loring Wolcott & Coolidge Fiduciary Advisors LLP transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 7,795 shares of IJH stock, worth $492,877. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,795
Previous 6,170 26.34%
Holding current value
$492,877
Previous $361,000 34.35%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 25, 2024

BUY
$57.32 - $62.65 $93,145 - $101,806
1,625 Added 26.34%
7,795 $485,000
Q2 2024

Jul 17, 2024

SELL
$56.43 - $60.79 $6,771 - $7,294
-120 Reduced 1.91%
6,170 $361,000
Q1 2024

Apr 23, 2024

BUY
$56.98 - $284.98 $286,723 - $1.43 Million
5,032 Added 400.0%
6,290 $382,000
Q4 2023

Feb 01, 2024

SELL
$232.04 - $279.85 $174,030 - $209,887
-750 Reduced 37.35%
1,258 $348,000
Q3 2023

Nov 03, 2023

BUY
$246.15 - $272.4 $122,336 - $135,382
497 Added 32.89%
2,008 $500,000
Q2 2023

Aug 01, 2023

SELL
$240.22 - $261.48 $39,396 - $42,882
-164 Reduced 9.79%
1,511 $395,000
Q1 2023

May 02, 2023

SELL
$237.25 - $271.72 $6,880 - $7,879
-29 Reduced 1.7%
1,675 $419,000
Q4 2022

Feb 14, 2023

SELL
$44.74 - $257.0 $850 - $4,883
-19 Reduced 1.1%
1,704 $440,000
Q3 2022

Oct 25, 2022

SELL
$43.85 - $263.28 $17,671 - $106,101
-403 Reduced 18.96%
1,723 $378,000
Q2 2022

Jul 26, 2022

BUY
$219.07 - $270.08 $244,043 - $300,869
1,114 Added 110.08%
2,126 $481,000
Q4 2021

Feb 14, 2022

SELL
$265.81 - $290.54 $110,311 - $120,574
-415 Reduced 29.08%
1,012 $286,000
Q2 2021

Aug 13, 2021

BUY
$260.21 - $276.38 $25,240 - $26,808
97 Added 7.29%
1,427 $383,000
Q1 2021

Apr 14, 2021

SELL
$226.3 - $267.93 $30,550 - $36,170
-135 Reduced 9.22%
1,330 $346,000
Q4 2020

Jan 14, 2021

SELL
$187.77 - $230.69 $175,189 - $215,233
-933 Reduced 38.91%
1,465 $337,000
Q3 2020

Oct 15, 2020

BUY
$174.43 - $196.49 $158,382 - $178,412
908 Added 60.94%
2,398 $444,000
Q2 2020

Jul 30, 2020

SELL
$133.18 - $194.42 $237,992 - $347,428
-1,787 Reduced 54.53%
1,490 $265,000
Q1 2020

Apr 15, 2020

SELL
$121.75 - $210.58 $105,313 - $182,151
-865 Reduced 20.88%
3,277 $471,000
Q4 2019

Jan 22, 2020

SELL
$185.78 - $206.16 $17,091 - $18,966
-92 Reduced 2.17%
4,142 $853,000
Q3 2019

Nov 05, 2019

BUY
$183.17 - $198.52 $97,995 - $106,208
535 Added 14.46%
4,234 $818,000
Q1 2019

Apr 08, 2019

BUY
$162.83 - $193.4 $10,583 - $12,571
65 Added 1.79%
3,699 $701,000
Q4 2018

Feb 13, 2019

BUY
$156.48 - $199.76 $485,400 - $619,655
3,102 Added 583.08%
3,634 $603,000
Q4 2017

Feb 08, 2018

SELL
$180.58 - $190.73 $12,098 - $12,778
-67 Reduced 11.19%
532 $101,000
Q3 2017

Oct 27, 2017

BUY
$176.74 - $178.9 $11,841 - $11,986
67 Added 12.59%
599 $107,000
Q2 2017

Aug 07, 2017

BUY
N/A
532
532 $0

Others Institutions Holding IJH

About ISHARES CORE S&P MID-CAP ETF


  • Ticker IJH
  • Sector ETFs
  • Industry ETFs
More about IJH
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.