William Howard & CO Financial Advisors Inc Ishares Barclays Transaction History

William Howard & CO Financial Advisors Inc

$116 Million
Q3 2025

A detailed history of William Howard & CO Financial Advisors Inc transactions in Ishares Barclays stock. As of the latest transaction made, William Howard & CO Financial Advisors Inc holds 132,528 shares of IEF stock, worth $12.8 Million. This represents 10.98% of its overall portfolio holdings.

Number of Shares

132,528

Previous 137,992 3.96%

Holding current value

$12.8 Million

Previous $13.2 Million 3.27%

% of portfolio

10.98%

Previous 11.61%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$93.91 - $97.26 $513,124 - $531,428	-5,464 Reduced 3.96%	132,528 $12.8 Million
Q2 2025 Jul 11, 2025	SELL	$93.15 - $96.56 $19,654 - $20,374	-211 Reduced 0.15%	137,992 $13.2 Million
Q1 2025 Apr 25, 2025	SELL	$91.17 - $95.39 $27,259 - $28,521	-299 Reduced 0.22%	138,203 $13.2 Million
Q4 2024 Jan 28, 2025	SELL	$92.08 - $98.18 $2.05 Million - $2.19 Million	-22,279 Reduced 13.86%	138,502 $12.8 Million
Q3 2024 Oct 28, 2024	SELL	$92.67 - $99.14 $1.23 Million - $1.32 Million	-13,325 Reduced 7.65%	160,781 $15.8 Million

Q2 2024 Aug 07, 2024	SELL	$91.24 - $94.6 $244,067 - $253,054	-2,675 Reduced 1.51%	174,106 $16.3 Million
Q1 2024 May 15, 2024	BUY	$93.54 - $96.82 $16.5 Million - $17.1 Million	176,781 New	176,781 $16.7 Million

Others Institutions Holding IEF

# of Institutions

1,180

Shares Held

341M

Call Options Held

16.7M

Put Options Held

15.9M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

Track This Portfolio

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.

Account

William Howard & CO Financial Advisors Inc Ishares Barclays Transaction History