William Howard & CO Financial Advisors Inc Ishares Core S&P 500 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 Core S&P 500 ETF stock. As of the latest transaction made, William Howard & CO Financial Advisors Inc holds 41,173 shares of IVV stock, worth $27.8 Million. This represents 23.67% of its overall portfolio holdings.

Number of Shares
41,173
Previous 43,361 5.05%
Holding current value
$27.8 Million
Previous $26.9 Million 2.36%
% of portfolio
23.67%
Previous 23.65%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
SELL
$620.67 - $670.08 $1.36 Million - $1.47 Million
-2,188 Reduced 5.05%
41,173 $27.6 Million
Q2 2025

Jul 11, 2025
SELL
$498.8 - $620.9 $322,224 - $401,101
-646 Reduced 1.47%
43,361 $26.9 Million
Q1 2025

Apr 25, 2025
SELL
$554.06 - $615.85 $1.43 Million - $1.59 Million
-2,588 Reduced 5.55%
44,007 $24.7 Million
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
4,137
Shares Held
789M
Call Options Held
3.41M
Put Options Held
2.27M
View Full List

About ISHARES CORE S&P 500 ETF

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