William Howard & CO Financial Advisors Inc Ishares Russell 2000 ETF Transaction History

William Howard & CO Financial Advisors Inc

$106 Million
Q1 2025

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 47,548 shares of IWM stock, worth $9.32 Million. This represents 8.94% of its overall portfolio holdings.

Number of Shares

47,548

Previous 47,948 0.83%

Holding current value

$9.32 Million

Previous $10.6 Million 10.47%

% of portfolio

8.94%

Previous 9.59%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	SELL	$198.1 - $229.79 $79,240 - $91,916	-400 Reduced 0.83%	47,548 $9.49 Million
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

2,906

Shares Held

300M

Call Options Held

213M

Put Options Held

498M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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William Howard & CO Financial Advisors Inc Ishares Russell 2000 ETF Transaction History