Loring Wolcott Coolidge Fa »

iShares S&P 500 Index shares owned by Loring Wolcott Coolidge Fa

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Loring Wolcott Coolidge Fa from 13F filings

Historical chart of Loring Wolcott Coolidge Fa investment in iShares S&P 500 Index

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All positions including iShares S&P 500 Index held by Loring Wolcott Coolidge Fa consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Loring Wolcott Coolidge Fa

Quarter filed Position value Share count Share price at filing
2024-03-31 $870k 1.7k 502.12
2023-12-31 $1.7M 3.5k 485.20
2023-09-30 $1.5M 3.6k 432.71
2023-06-30 $1.6M 3.6k 445.71
2023-03-31 $1.5M 3.7k 411.08
2022-12-31 $1.5M 3.7k 402.45
2022-09-30 $1.4M 3.8k 358.75
2022-06-30 $1.5M 3.8k 379.11
2022-03-31 $784k 1.7k 453.44
2021-12-31 $2.4M 5.1k 477.04
2021-09-30 $2.8M 6.6k 430.75
2021-06-30 $3.0M 7.0k 429.91
2021-03-31 $3.8M 9.6k 397.80
2020-12-31 $4.8M 13k 375.43
2020-09-30 $5.6M 17k 336.06
2020-06-30 $6.9M 22k 309.70
2020-03-31 $6.2M 24k 258.39
2019-12-31 $8.4M 26k 323.24
2019-09-30 $7.8M 26k 298.52
2019-06-30 $7.7M 26k 294.77
2019-03-31 $7.9M 28k 284.55
2018-12-31 $6.9M 27k 251.61
2018-09-30 $8.0M 27k 292.72
2018-06-30 $7.5M 27k 273.06
2018-03-31 $7.3M 27k 265.36
2017-12-31 $5.4M 20k 268.87
2017-09-30 $5.0M 20k 252.92
2015-03-31 $47k 225 208.89
2014-12-31 $362k 1.8k 206.86
2014-09-30 $397k 2.0k 198.50
2014-06-30 $394k 2.0k 197.00
2014-03-31 $376k 2.0k 188.00
2013-12-31 $835k 4.5k 185.56
2013-09-30 $3.0k 20 150.00

More positions owned by Loring Wolcott Coolidge Fa

Microsoft Corp Common Stock (MSFT)
Mastercard Common Stock (MA)
Intuit Common Stock (INTU)
Alphabet Common Stock (GOOGL)
Fiserv Common Stock (FI)
Stryker Corp Common Stock (SYK)
Danaher Corp Shs Ben Int Common Stock (DHR)
Amazon.com Common Stock (AMZN)
Thermo Fisher Scientific Common Stock (TMO)
Adobe Systems Common Stock (ADBE)
Apple Common Stock (AAPL)
American Tower Corp Common Stock (AMT)
Tjx Companies Common Stock (TJX)
Nxp Semiconductors Foreign Stock (NXPI)
Servicenow Common Stock (NOW)

View all positions for Loring Wolcott Coolidge Fa

Top funds holding iShares S&P 500 Index

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Jpmorgan Chase & Co
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First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Us Bancorp
Branch Banking & Trust Company
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Index