William Howard & CO Financial Advisors Inc Ishares Russell 3000 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 3000 ETF stock. As of the latest transaction made, William Howard & CO Financial Advisors Inc holds 16,056 shares of IWV stock, worth $5.43 Million. This represents 4.48% of its overall portfolio holdings.

Number of Shares
16,056
Previous 17,171 6.49%
Holding current value
$5.43 Million
Previous $5.3 Million 1.02%
% of portfolio
4.48%
Previous 4.9%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
SELL
$294.75 - $326.73 $328,646 - $364,303
-1,115 Reduced 6.49%
16,056 $5.25 Million
Q2 2024

Aug 07, 2024
SELL
$283.16 - $309.9 $227,660 - $249,159
-804 Reduced 4.47%
17,171 $5.3 Million
Q1 2024

May 15, 2024
BUY
$268.36 - $300.08 $4.82 Million - $5.39 Million
17,975 New
17,975 $5.39 Million

Others Institutions Holding IWV

# of Institutions
851
Shares Held
26.8M
Call Options Held
19.5K
Put Options Held
3K
View Full List

About ISHARES RUSSELL 3000 ETF

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