William Howard & CO Financial Advisors Inc Ishares Core S&P U.S. Value Et 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 U.S. Value Et stock. As of the latest transaction made, William Howard & CO Financial Advisors Inc holds 8,056 shares of IUSV stock, worth $781,029. This represents 0.67% of its overall portfolio holdings.

Number of Shares

8,056

Previous 8,520 5.45%

Holding current value

$781,029

Previous $786,000 3.05%

% of portfolio

0.67%

Previous 0.74%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 11, 2025	SELL	$81.46 - $94.63 $37,797 - $43,908	-464 Reduced 5.45%	8,056 $762,000
Q1 2024 May 15, 2024	BUY	$82.87 - $90.44 $706,052 - $770,548	8,520 New	8,520 $771,000

Others Institutions Holding IUSV

# of Institutions

802

Shares Held

177M

Call Options Held

Put Options Held

View Full List

About ISHARES CORE S&P U.S. VALUE ET

Ticker IUSV
Sector ETFs
Industry ETFs

More about IUSV

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 Core S&P U.S. Value Et Transaction History