William Howard & CO Financial Advisors Inc Ishares Russell 1000 Val ETF 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 Russell 1000 Val ETF stock. As of the latest transaction made, William Howard & CO Financial Advisors Inc holds 3,762 shares of IWD stock, worth $697,963. This represents 0.61% of its overall portfolio holdings.

Number of Shares
3,762
Previous 3,742 0.53%
Holding current value
$697,963
Previous $653,000 9.34%
% of portfolio
0.61%
Previous 0.6%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,716
Shares Held
256M
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
Track This Portfolio

Track William Howard & CO Financial Advisors Inc Portfolio

Follow William Howard & CO Financial Advisors Inc and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email