Fonville Wealth Management LLC Ihares Core 1 5 Years Usd Bond Transaction History
Fonville Wealth Management LLC
- $289 Billion
- Q3 2024
A detailed history of Fonville Wealth Management LLC transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Fonville Wealth Management LLC holds 107,693 shares of ISTB stock, worth $5.15 Million. This represents 1.81% of its overall portfolio holdings.
Number of Shares
107,693
Previous 105,287
2.29%
Holding current value
$5.15 Million
Previous $4.99 Billion
5.11%
% of portfolio
1.81%
Previous 1.98%
Shares
4 transactions
Others Institutions Holding ISTB
# of Institutions
387Shares Held
57.7MCall Options Held
0Put Options Held
0-
Acorns Advisers, LLC Irvine, CA10.2MShares$490 Million4.92% of portfolio
-
State Of Wisconsin Investment Board Madison, WI4.84MShares$232 Million0.62% of portfolio
-
Trust Point Inc. La Crosse, WI3.14MShares$150 Million11.46% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA3.06MShares$146 Million0.03% of portfolio
-
Black Rock Inc. New York, NY1.78MShares$85.4 Million0.0% of portfolio