William Howard & CO Financial Advisors Inc Ishares Core S&P 500 ETF 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 500 ETF stock. As of the latest transaction made, William Howard & CO Financial Advisors Inc holds 43,361 shares of IVV stock, worth $29.3 Million. This represents 23.65% of its overall portfolio holdings.

Number of Shares

43,361

Previous 44,007 1.47%

Holding current value

$29.3 Million

Previous $24.7 Million 8.88%

% of portfolio

23.65%

Previous 23.32%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	SELL	$498.8 - $620.9 $322,224 - $401,101	-646 Reduced 1.47%	43,361 $26.9 Million
Q1 2025 Apr 25, 2025	SELL	$554.06 - $615.85 $1.43 Million - $1.59 Million	-2,588 Reduced 5.55%	44,007 $24.7 Million
Q4 2024 Jan 28, 2025	SELL	$570.51 - $610.59 $1.11 Million - $1.19 Million	-1,948 Reduced 4.01%	46,595 $27.4 Million
Q3 2024 Oct 28, 2024	SELL	$520.18 - $576.82 $213,273 - $236,496	-410 Reduced 0.84%	48,543 $28 Million
Q2 2024 Aug 07, 2024	SELL	$497.53 - $549.64 $270,656 - $299,004	-544 Reduced 1.1%	48,953 $26.8 Million
Q1 2024 May 15, 2024	BUY	$469.56 - $525.73 $23.2 Million - $26 Million	49,497 New	49,497 $26 Million

Others Institutions Holding IVV

# of Institutions

4,036

Shares Held

744M

Call Options Held

4.19M

Put Options Held

2.82M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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William Howard & CO Financial Advisors Inc Ishares Core S&P 500 ETF Transaction History