Fonville Wealth Management LLC Ishares Tr Transaction History

Fonville Wealth Management LLC

  • $289 Billion
  • Q3 2024

A detailed history of Fonville Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Fonville Wealth Management LLC holds 4,629 shares of DVY stock, worth $643,153. This represents 0.22% of its overall portfolio holdings.

Number of Shares
4,629
Previous 4,646 0.37%
Holding current value
$643,153
Previous $562 Million 11.23%
% of portfolio
0.22%
Previous 0.22%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
SELL
$119.99 - $135.74 $2,039 - $2,307
-17 Reduced 0.37%
4,629 $625 Million
Q2 2024

Jul 30, 2024
SELL
$115.73 - $125.75 $33,908 - $36,844
-293 Reduced 5.93%
4,646 $562 Million
Q1 2024

Apr 26, 2024
BUY
$113.31 - $123.18 $59,034 - $64,176
521 Added 11.79%
4,939 $608 Million
Q4 2023

Jan 31, 2024
BUY
$102.97 - $119.06 $454,921 - $526,007
4,418 New
4,418 $518 Million

Others Institutions Holding DVY

# of Institutions
1,360
Shares Held
70.5M
Call Options Held
1.1M
Put Options Held
383K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
Track This Portfolio

Track Fonville Wealth Management LLC Portfolio

Follow Fonville Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fonville Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fonville Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email