William Howard & CO Financial Advisors Inc Ishares Core S&P 500 ETF 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 Core S&P 500 ETF stock. As of the latest transaction made, William Howard & CO Financial Advisors Inc holds 46,595 shares of IVV stock, worth $27.7 Million. This represents 24.82% of its overall portfolio holdings.

Number of Shares

46,595

Previous 48,543 4.01%

Holding current value

$27.7 Million

Previous $28 Million 2.04%

% of portfolio

24.82%

Previous 23.88%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$570.51 - $610.59 $1.11 Million - $1.19 Million	-1,948 Reduced 4.01%	46,595 $27.4 Million
Q3 2024 Oct 28, 2024	SELL	$520.18 - $576.82 $213,273 - $236,496	-410 Reduced 0.84%	48,543 $28 Million
Q2 2024 Aug 07, 2024	SELL	$497.53 - $549.64 $270,656 - $299,004	-544 Reduced 1.1%	48,953 $26.8 Million
Q1 2024 May 15, 2024	BUY	$469.56 - $525.73 $23.2 Million - $26 Million	49,497 New	49,497 $26 Million

Others Institutions Holding IVV

# of Institutions

3,849

Shares Held

761M

Call Options Held

1.94M

Put Options Held

2.31M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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William Howard & CO Financial Advisors Inc Ishares Core S&P 500 ETF Transaction History