William Howard & CO Financial Advisors Inc Ishares Core S&P U.S. Value Et Transaction History
William Howard & CO Financial Advisors Inc
- $111 Million
- Q4 2024
A detailed history of William Howard & CO Financial Advisors Inc transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, William Howard & CO Financial Advisors Inc holds 8,520 shares of IUSV stock, worth $803,862. This represents 0.71% of its overall portfolio holdings.
Number of Shares
8,520
Previous 8,520
-0.0%
Holding current value
$803,862
Previous $814,000
3.07%
% of portfolio
0.71%
Previous 0.69%
Shares
1 transactions
Others Institutions Holding IUSV
# of Institutions
747Shares Held
168MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC65.6MShares$6.19 Billion0.53% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.4MShares$1.26 Billion0.59% of portfolio
-
Morgan Stanley New York, NY8.63MShares$815 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.65MShares$439 Million5.6% of portfolio
-
Signaturefd, LLC Atlanta, GA4.31MShares$406 Million7.92% of portfolio