William Howard & CO Financial Advisors Inc Ishares Core S&P Total U.S. St 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 Total U.S. St stock. As of the latest transaction made, William Howard & CO Financial Advisors Inc holds 3,073 shares of ITOT stock, worth $389,226. This represents 0.33% of its overall portfolio holdings.

Number of Shares

3,073

Previous 3,134 1.95%

Holding current value

$389,226

Previous $372,000 4.03%

% of portfolio

0.33%

Previous 0.34%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	SELL	$113.41 - $125.62 $6,918 - $7,662	-61 Reduced 1.95%	3,073 $387,000
Q2 2024 Aug 07, 2024	BUY	$108.78 - $119.23 $326 - $357	3 Added 0.1%	3,134 $372,000
Q1 2024 May 15, 2024	BUY	$103.16 - $115.3 $322,993 - $361,004	3,131 New	3,131 $361,000

Others Institutions Holding ITOT

# of Institutions

1,367

Shares Held

303M

Call Options Held

97.2K

Put Options Held

16.1K

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About ISHARES CORE S&P TOTAL U.S. ST

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William Howard & CO Financial Advisors Inc Ishares Core S&P Total U.S. St Transaction History