William Howard & Co Financial Advisors Inc IVV Holdings History
William Howard & Co Financial Advisors Inc's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, William Howard & Co Financial Advisors Inc held 43,361.00 shares of iShares Core S&P 500 ETF(IVV), totaling $26.92 Mil. This investment constitutes 23.49% of their stock portfolio, and William Howard & Co Financial Advisors Inc now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2024Q1. In addition, there have been 5 sales at an average price of $581.28 for 6,136.00 shares. Based on historical transaction data and IVV's current price of $630.67, William Howard & Co Financial Advisors Inc's estimated gain on his IVV holdings is $6.15 Mil, reflecting a 24.82% gain to date.
William Howard & Co Financial Advisors Inc IVV ($630.67) Holding Chart
William Howard & Co Financial Advisors Inc IVV ($630.67) 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 % | |||
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