Fonville Wealth Management LLC Ishares Russell 3000 ETF Transaction History

Fonville Wealth Management LLC

  • $289 Billion
  • Q3 2024

A detailed history of Fonville Wealth Management LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Fonville Wealth Management LLC holds 7,682 shares of IWV stock, worth $2.68 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
7,682
Previous 7,968 3.59%
Holding current value
$2.68 Million
Previous $2.46 Billion 2.05%
% of portfolio
0.87%
Previous 0.97%

Shares

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

Oct 28, 2024
SELL
$294.75 - $326.73 $84,298 - $93,444
-286 Reduced 3.59%
7,682 $2.51 Billion
Q2 2024

Jul 30, 2024
SELL
$283.16 - $309.9 $51,818 - $56,711
-183 Reduced 2.25%
7,968 $2.46 Billion
Q4 2023

Jan 31, 2024
BUY
$234.36 - $274.87 $1.91 Million - $2.24 Million
8,151 New
8,151 $2.23 Billion

Others Institutions Holding IWV

# of Institutions
858
Shares Held
26.2M
Call Options Held
19.5K
Put Options Held
3K
View Full List

About ISHARES RUSSELL 3000 ETF

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