William Howard & CO Financial Advisors Inc Ishares Russell 1000 Val ETF Transaction History

William Howard & CO Financial Advisors Inc

  • $106 Million
  • Q1 2025

A detailed history of William Howard & CO Financial Advisors Inc transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, William Howard & CO Financial Advisors Inc holds 3,798 shares of IWD stock, worth $678,892. This represents 0.67% of its overall portfolio holdings.

Number of Shares
3,798
Previous 3,782 0.42%
Holding current value
$678,892
Previous $700,000 2.0%
% of portfolio
0.67%
Previous 0.63%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
BUY
$182.82 - $196.21 $2,925 - $3,139
16 Added 0.42%
3,798 $714,000
Q4 2024

Jan 28, 2025
BUY
$183.23 - $199.79 $3,664 - $3,995
20 Added 0.53%
3,782 $700,000
Q3 2024

Oct 28, 2024
BUY
$173.36 - $189.8 $3,467 - $3,796
20 Added 0.53%
3,762 $714,000
Q2 2024

Aug 07, 2024
BUY
$169.4 - $179.05 $2,541 - $2,685
15 Added 0.4%
3,742 $653,000
Q1 2024

May 15, 2024
BUY
$161.84 - $179.11 $603,177 - $667,542
3,727 New
3,727 $668,000

Others Institutions Holding IWD

# of Institutions
1,894
Shares Held
287M
Call Options Held
1.31M
Put Options Held
1.09M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

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