William Howard & CO Financial Advisors Inc Ishares Core S&P 500 ETF Transaction History

William Howard & CO Financial Advisors Inc

  • $117 Million
  • Q3 2024

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 $28.1 Million. This represents 23.88% of its overall portfolio holdings.

Number of Shares
48,543
Previous 48,953 0.84%
Holding current value
$28.1 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

# of Institutions
3,391
Shares Held
670M
Call Options Held
714K
Put Options Held
952K
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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