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

William Howard & CO Financial Advisors Inc

$114 Million
Q2 2025

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 3,957 shares of ITOT stock, worth $565,020. This represents 0.47% of its overall portfolio holdings.

Number of Shares

3,957

Previous 2,945 34.36%

Holding current value

$565,020

Previous $359,000 48.75%

% of portfolio

0.47%

Previous 0.34%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	BUY	$108.12 - $135.04 $109,417 - $136,660	1,012 Added 34.36%	3,957 $534,000
Q1 2025 Apr 25, 2025	SELL	$120.29 - $134.6 $13,472 - $15,075	-112 Reduced 3.66%	2,945 $359,000
Q4 2024 Jan 28, 2025	SELL	$124.26 - $134.12 $1,988 - $2,145	-16 Reduced 0.52%	3,057 $393,000
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

1,638

Shares Held

324M

Call Options Held

69.1K

Put Options Held

33.4K

View Full List

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

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