William Howard & CO Financial Advisors Inc Ishares Russell 1000 Val ETF Transaction History

William Howard & CO Financial Advisors Inc

  • $111 Million
  • Q4 2024

A detailed history of William Howard & CO Financial Advisors Inc transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, William Howard & CO Financial Advisors Inc holds 3,782 shares of IWD stock, worth $731,968. This represents 0.63% of its overall portfolio holdings.

Number of Shares
3,782
Previous 3,762 0.53%
Holding current value
$731,968
Previous $714,000 1.96%
% of portfolio
0.63%
Previous 0.61%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$183.23 - $199.79 $3,664 - $3,995
20 Added 0.53%
3,782 $700,000
Q3 2024

Oct 28, 2024
BUY
$173.36 - $189.8 $3,467 - $3,796
20 Added 0.53%
3,762 $714,000
Q2 2024

Aug 07, 2024
BUY
$169.4 - $179.05 $2,541 - $2,685
15 Added 0.4%
3,742 $653,000
Q1 2024

May 15, 2024
BUY
$161.84 - $179.11 $603,177 - $667,542
3,727 New
3,727 $668,000

Others Institutions Holding IWD

# of Institutions
1,772
Shares Held
257M
Call Options Held
606K
Put Options Held
653K
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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