William Howard & CO Financial Advisors Inc Ishares Russell 2000 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 2000 ETF stock. As of the latest transaction made, William Howard & CO Financial Advisors Inc holds 47,948 shares of IWM stock, worth $9.77 Million. This represents 9.59% of its overall portfolio holdings.

Number of Shares
47,948
Previous 47,645 0.64%
Holding current value
$9.77 Million
Previous $10.5 Million 0.67%
% of portfolio
9.59%
Previous 8.98%

Shares

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

Jan 28, 2025
BUY
$216.13 - $242.4 $65,487 - $73,447
303 Added 0.64%
47,948 $10.6 Million
Q3 2024

Oct 28, 2024
BUY
$200.87 - $224.6 $56,645 - $63,337
282 Added 0.6%
47,645 $10.5 Million
Q2 2024

Aug 07, 2024
SELL
$192.84 - $209.44 $142,123 - $154,357
-737 Reduced 1.53%
47,363 $9.61 Million
Q1 2024

May 15, 2024
BUY
$189.48 - $210.3 $9.11 Million - $10.1 Million
48,100 New
48,100 $10.1 Million

Others Institutions Holding IWM

# of Institutions
2,950
Shares Held
301M
Call Options Held
213M
Put Options Held
497M
View Full List

About ISHARES RUSSELL 2000 ETF

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