William Howard & CO Financial Advisors Inc Ishares Russell 3000 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 3000 ETF stock. As of the latest transaction made, William Howard & CO Financial Advisors Inc holds 14,320 shares of IWV stock, worth $5.45 Million. This represents 4.66% of its overall portfolio holdings.

Number of Shares

14,320

Previous 15,025 4.69%

Holding current value

$5.45 Million

Previous $5.27 Million 2.9%

% of portfolio

4.66%

Previous 4.63%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$351.04 - $379.81 $247,483 - $267,766	-705 Reduced 4.69%	14,320 $5.43 Million
Q2 2025 Jul 11, 2025	BUY	$281.67 - $351.0 $34,082 - $42,471	121 Added 0.81%	15,025 $5.27 Million
Q1 2025 Apr 25, 2025	SELL	$313.1 - $349.83 $355,994 - $397,756	-1,137 Reduced 7.09%	14,904 $4.73 Million
Q4 2024 Jan 28, 2025	SELL	$323.08 - $349.08 $4,846 - $5,236	-15 Reduced 0.09%	16,041 $5.36 Million
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

945

Shares Held

26.8M

Call Options Held

22K

Put Options Held

5.3K

View Full List

About ISHARES RUSSELL 3000 ETF

Ticker IWV
Sector ETFs
Industry ETFs

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William Howard & CO Financial Advisors Inc Ishares Russell 3000 ETF Transaction History