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

William Howard & CO Financial Advisors Inc

$116 Million
Q3 2025

A detailed history of William Howard & CO Financial Advisors Inc transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, William Howard & CO Financial Advisors Inc holds 814 shares of IWO stock, worth $254,065. This represents 0.22% of its overall portfolio holdings.

Number of Shares

814

Previous 958 15.03%

Holding current value

$254,065

Previous $273,000 4.76%

% of portfolio

0.22%

Previous 0.24%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$284.45 - $324.95 $40,960 - $46,792	-144 Reduced 15.03%	814 $260,000
Q2 2025 Jul 11, 2025	SELL	$224.16 - $285.86 $4,931 - $6,288	-22 Reduced 2.24%	958 $273,000
Q1 2025 Apr 25, 2025	SELL	$254.58 - $302.92 $42,769 - $50,890	-168 Reduced 14.63%	980 $250,000
Q4 2024 Jan 28, 2025	SELL	$278.19 - $315.36 $187,778 - $212,868	-675 Reduced 37.03%	1,148 $330,000
Q2 2024 Aug 07, 2024	SELL	$245.29 - $268.7 $5,641 - $6,180	-23 Reduced 1.25%	1,823 $479,000

Q1 2024 May 15, 2024	BUY	$239.5 - $270.8 $442,117 - $499,896	1,846 New	1,846 $500,000

Others Institutions Holding IWO

# of Institutions

1,151

Shares Held

32.7M

Call Options Held

53.3K

Put Options Held

25.5K

View Full List

About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
Sector ETFs
Industry ETFs

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