A detailed history of William Howard & CO Financial Advisors Inc transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, William Howard & CO Financial Advisors Inc holds 48,543 shares of IVV stock, worth $29 Million. This represents 23.88% of its overall portfolio holdings.

Number of Shares
48,543
Previous 48,953 0.84%
Holding current value
$29 Million
Previous $26.8 Million 4.52%
% of portfolio
23.88%
Previous 24.75%

Shares

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

Oct 28, 2024

SELL
$520.18 - $576.82 $213,273 - $236,496
-410 Reduced 0.84%
48,543 $28 Million
Q2 2024

Aug 07, 2024

SELL
$497.53 - $549.64 $270,656 - $299,004
-544 Reduced 1.1%
48,953 $26.8 Million
Q1 2024

May 15, 2024

BUY
$469.56 - $525.73 $23.2 Million - $26 Million
49,497 New
49,497 $26 Million

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track William Howard & CO Financial Advisors Inc Portfolio

Follow William Howard & CO Financial Advisors Inc 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 William Howard & CO Financial Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on William Howard & CO Financial Advisors Inc with notifications on news.