Fonville Wealth Management LLC Ishares S&P 500 Growth ETF Transaction History
Fonville Wealth Management LLC
- $252 Billion
- Q2 2024
A detailed history of Fonville Wealth Management LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Fonville Wealth Management LLC holds 27,882 shares of IVW stock, worth $2.6 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
27,882
Previous 28,063
0.64%
Holding current value
$2.6 Million
Previous $2.37 Billion
8.89%
% of portfolio
1.02%
Previous 1.05%
Shares
3 transactions
Others Institutions Holding IVW
# of Institutions
1,757Shares Held
431MCall Options Held
281KPut Options Held
217K-
Envestnet Asset Management Inc49MShares$4.57 Billion1.61% of portfolio
-
Jpmorgan Chase & CO New York, NY47.7MShares$4.44 Billion0.39% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.1 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$1.78 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA15.5MShares$1.45 Billion0.35% of portfolio