William Howard & CO Financial Advisors Inc Ishares Barclays 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 Barclays stock. As of the latest transaction made, William Howard & CO Financial Advisors Inc holds 138,502 shares of IEF stock, worth $12.9 Million. This represents 11.59% of its overall portfolio holdings.

Number of Shares

138,502

Previous 160,781 13.86%

Holding current value

$12.9 Million

Previous $15.8 Million 18.83%

% of portfolio

11.59%

Previous 13.46%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$92.08 - $98.18 $2.05 Million - $2.19 Million	-22,279 Reduced 13.86%	138,502 $12.8 Million
Q3 2024 Oct 28, 2024	SELL	$92.67 - $99.14 $1.23 Million - $1.32 Million	-13,325 Reduced 7.65%	160,781 $15.8 Million
Q2 2024 Aug 07, 2024	SELL	$91.24 - $94.6 $244,067 - $253,054	-2,675 Reduced 1.51%	174,106 $16.3 Million
Q1 2024 May 15, 2024	BUY	$93.54 - $96.82 $16.5 Million - $17.1 Million	176,781 New	176,781 $16.7 Million

Others Institutions Holding IEF

# of Institutions

1,064

Shares Held

280M

Call Options Held

13.2M

Put Options Held

13.9M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

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William Howard & CO Financial Advisors Inc Ishares Barclays Transaction History