Fonville Wealth Management LLC Ishares S&P 500 Growth ETF Transaction History

Fonville Wealth Management LLC

  • $289 Billion
  • Q3 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 30,522 shares of IVW stock, worth $3.05 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
30,522
Previous 27,882 9.47%
Holding current value
$3.05 Million
Previous $2.58 Billion 13.27%
% of portfolio
1.01%
Previous 1.02%

Shares

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

Oct 28, 2024
BUY
$84.77 - $97.13 $223,792 - $256,423
2,640 Added 9.47%
30,522 $2.92 Billion
Q2 2024

Jul 30, 2024
SELL
$79.31 - $93.31 $14,355 - $16,889
-181 Reduced 0.64%
27,882 $2.58 Billion
Q1 2024

Apr 26, 2024
SELL
$72.87 - $85.14 $34,831 - $40,696
-478 Reduced 1.67%
28,063 $2.37 Billion
Q4 2023

Jan 31, 2024
BUY
$65.78 - $75.4 $1.88 Million - $2.15 Million
28,541 New
28,541 $2.14 Billion

Others Institutions Holding IVW

# of Institutions
1,818
Shares Held
417M
Call Options Held
355K
Put Options Held
454K
View Full List

About ISHARES S&P 500 GROWTH ETF

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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