William Howard & Co Financial Advisors Inc IEI Holdings History
William Howard & Co Financial Advisors Inc's iShares 3-7 Year Treasury Bond ETF Holding Summary
As of 2025-06-30, William Howard & Co Financial Advisors Inc held 29,126.00 shares of iShares 3-7 Year Treasury Bond ETF(IEI), totaling $3.47 Mil. This investment constitutes 3.03% of their stock portfolio, and William Howard & Co Financial Advisors Inc now holds 0.02% of the outstanding iShares 3-7 Year Treasury Bond ETF(IEI) stock.
The initial trade took place in 2024Q1. And since then William Howard & Co Financial Advisors Inc has made 3 purchases of IEI, at an average price of $116.05, for a total of 32,377.00 shares. In addition, there have been 2 sales at an average price of $116.66 for 3,251.00 shares. Based on historical transaction data and IEI's current price of $118.32, William Howard & Co Financial Advisors Inc's estimated gain on his IEI holdings is $68,068.62, reflecting a 1.81% gain to date.
William Howard & Co Financial Advisors Inc IEI ($118.32) Holding Chart
William Howard & Co Financial Advisors Inc IEI ($118.32) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
