William Howard & CO Financial Advisors Inc Ishares Russell 1000 Val ETF Transaction History

William Howard & CO Financial Advisors Inc

$117 Million
Q4 2025

A detailed history of William Howard & CO Financial Advisors Inc transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, William Howard & CO Financial Advisors Inc holds 3,851 shares of IWD stock, worth $788,646. This represents 0.68% of its overall portfolio holdings.

Number of Shares

3,851

Previous 3,832 0.5%

Holding current value

$788,646

Previous $780,000 1.03%

% of portfolio

0.68%

Previous 0.67%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 21, 2026	BUY	$199.44 - $208.01 $3,789 - $3,952	19 Added 0.5%	3,851 $788,000
Q3 2025 Oct 21, 2025	BUY	$192.76 - $203.86 $3,276 - $3,465	17 Added 0.45%	3,832 $780,000
Q2 2025 Jul 11, 2025	BUY	$166.82 - $194.23 $2,835 - $3,301	17 Added 0.45%	3,815 $740,000
Q1 2025 Apr 25, 2025	BUY	$182.82 - $196.21 $2,925 - $3,139	16 Added 0.42%	3,798 $714,000
Q4 2024 Jan 28, 2025	BUY	$183.23 - $199.79 $3,664 - $3,995	20 Added 0.53%	3,782 $700,000

Q3 2024 Oct 28, 2024	BUY	$173.36 - $189.8 $3,467 - $3,796	20 Added 0.53%	3,762 $714,000
Q2 2024 Aug 07, 2024	BUY	$169.4 - $179.05 $2,541 - $2,685	15 Added 0.4%	3,742 $653,000
Q1 2024 May 15, 2024	BUY	$161.84 - $179.11 $603,177 - $667,542	3,727 New	3,727 $668,000

Others Institutions Holding IWD

# of Institutions

2,041

Shares Held

266M

Call Options Held

442K

Put Options Held

5.38M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

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William Howard & CO Financial Advisors Inc Ishares Russell 1000 Val ETF Transaction History