Fonville Wealth Management LLC Ishares Tr Transaction History

Fonville Wealth Management LLC

  • $252 Billion
  • Q2 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 4,646 shares of DVY stock, worth $625,862. This represents 0.22% of its overall portfolio holdings.

Number of Shares
4,646
Previous 4,939 5.93%
Holding current value
$625,862
Previous $608 Million 7.6%
% of portfolio
0.22%
Previous 0.27%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,318
Shares Held
64.9M
Call Options Held
640K
Put Options Held
217K
View Full List

About ISHARES TR

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