Whittier Trust CO New Holdings in Q4 2024

Whittier Trust CO

  • $7.47 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
STIP
Ishares Barclays 0 5 Year Tips

ETFs
12.7K
New
$100.24 - $101.35 $1.28M - $1.29M
12.7K $1.28M
WLDN
Willdan Group, Inc.

Industrials
16.8K
New
$38.09 - $47.7 $641K - $803K
16.8K $641K
FNDC
Schwab Fundamental Intl Small

ETFs
10.7K
New
$33.92 - $38.03 $364K - $408K
10.7K $366K
FNDX
Schwab Fundamental U S Large C

ETFs
13.2K
New
$23.49 - $71.77 $309K - $944K
13.2K $311K
EUSC
Wisdomtree Tr Europe Hedged Sm

ETFs
6.89K
New
$37.66 - $39.1 $259K - $269K
6.89K $263K
FNDA
Schwab Fundamental U S Small C

ETFs
8.7K
New
$29.26 - $59.11 $255K - $514K
8.7K $258K
EVR
Evercore Inc.

Financial Services
797
New
$247.66 - $315.67 $197K - $252K
797 $220K
VOX
Vanguard Communication Service

ETFs
1.37K
New
$144.31 - $163.57 $198K - $225K
1.37K $212K
EBC
Eastern Bankshares, Inc.

Financial Services
10K
New
$15.83 - $19.03 $158K - $190K
10K $172K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
3.35K
New
$49.78 - $66.55 $167K - $223K
3.35K $167K
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
5.81K
New
$24.04 - $26.75 $140K - $156K
5.81K $141K
TTD
Trade Desk, Inc.

Technology
1.05K
New
$108.7 - $139.51 $114K - $146K
1.05K $123K
RXI
Ishares Tr

ETFs
650
New
$169.7 - $193.12 $110K - $126K
650 $119K
ARGT
Global X Msci Argentina ETF

ETFs
1.43K
New
$66.16 - $88.28 $94.8K - $127K
1.43K $118K
MKSI
Mks Instruments Inc

Technology
977
New
$98.56 - $117.93 $96.3K - $115K
977 $101K
IDEV
Ishares Core Msci Intl Develop

ETFs
1.18K
New
$64.18 - $70.42 $75.4K - $82.7K
1.18K $75K
HAE
Haemonetics Corp

Healthcare
800
New
$71.16 - $93.38 $56.9K - $74.7K
800 $62K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
562
New
$97.09 - $120.01 $54.6K - $67.4K
562 $60K
AAON
Aaon, Inc.

Industrials
391
New
$106.25 - $140.75 $41.5K - $55K
391 $46K
BKIE
Bny Mellon ETF Tr Internationa

ETFs
535
New
$72.43 - $78.39 $38.8K - $41.9K
535 $38K
JOBY
Joby Aviation, Inc.

Industrials
4.72K
New
$4.8 - $9.16 $22.6K - $43.2K
4.72K $38K
IYF
Ishares Tr

ETFs
210
New
$102.7 - $119.05 $21.6K - $25K
210 $23K
IYE
Ishares Tr

ETFs
434
New
$43.93 - $51.37 $19.1K - $22.3K
434 $19K
AI
C3.Ai, Inc.

Technology
500
New
$22.6 - $42.94 $11.3K - $21.5K
500 $17K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
150
New
$112.69 - $123.97 $16.9K - $18.6K
150 $16K
PPL
Ppl Corp

Utilities
500
New
$31.47 - $35.0 $15.7K - $17.5K
500 $16K
HUBS
Hubspot Inc

Technology
22
New
$514.07 - $757.4 $11.3K - $16.7K
22 $15K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
581
New
$22.39 - $23.45 $13K - $13.6K
581 $13K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
525
New
$25.0 - $25.11 $13.1K - $13.2K
525 $13K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
549
New
$23.88 - $24.32 $13.1K - $13.4K
549 $13K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
528
New
$24.82 - $25.48 $13.1K - $13.5K
528 $13K
VOYA
Voya Financial, Inc.

Financial Services
180
New
$65.93 - $83.9 $11.9K - $15.1K
180 $12K
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
730
New
$15.45 - $19.82 $11.3K - $14.5K
730 $12K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
547
New
N/A
547 $12K
AIZ
Assurant, Inc.

Financial Services
55
New
$186.6 - $228.68 $10.3K - $12.6K
55 $11K
WTW
Willis Towers Watson PLC

Financial Services
24
New
$287.99 - $332.53 $6.91K - $7.98K
24 $7K
IBDV
Ishares Tr

Technology
329
New
$21.24 - $22.15 $6.99K - $7.29K
329 $7K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
294
New
$23.03 - $23.33 $6.77K - $6.86K
294 $6K
IBHE
Ishares Ibonds 2025 Term High

ETFs
271
New
$23.08 - $23.28 $6.25K - $6.31K
271 $6K
IXUS
Ishares Tr

ETFs
93
New
$65.95 - $72.56 $6.13K - $6.75K
93 $6K
IBHG
Ishares Tr Ibonds 2027 Term Hi
302
New
$22.11 - $22.54 $6.68K - $6.81K
302 $6K
SOXX
Ishares Semiconductor ETF

ETFs
27
New
$211.27 - $239.8 $5.7K - $6.47K
27 $5K
WOMN
Impact Shs Fds I Tr Ywca Women

ETFs
155
New
$38.16 - $40.7 $5.91K - $6.31K
155 $5K
XJR
Ishares Tresg Screened S&P Sma

ETFs
144
New
$40.62 - $45.4 $5.85K - $6.54K
144 $5K
MOS
Mosaic CO

Basic Materials
170
New
$23.87 - $28.34 $4.06K - $4.82K
170 $4K
AVDV
American Centy ETF Tr Avantis

ETFs
75
New
$63.85 - $70.4 $4.79K - $5.28K
75 $4K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
56
New
N/A
56 $4K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
80
New
$56.61 - $61.63 $4.53K - $4.93K
80 $4K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
178
New
$21.25 - $22.07 $3.78K - $3.93K
178 $3K
Activity Summary
Buys All Purchases 471 New Holdings 81 Increased Positions 390 Sells All Sells 437 Reductions 437 Sold out 0 Options Calls 0 Puts 0
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