Fonville Wealth Management LLC Ishares Tr Transaction History

Fonville Wealth Management LLC

$395 Billion
Q2 2025

A detailed history of Fonville Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Fonville Wealth Management LLC holds 4,628 shares of DVY stock, worth $629,870. This represents 0.16% of its overall portfolio holdings.

Number of Shares

4,628

Previous 4,765 2.88%

Holding current value

$629,870

Previous $615 Million 0.13%

% of portfolio

0.16%

Previous 0.18%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	SELL	$118.37 - $134.86 $16,216 - $18,475	-137 Reduced 2.88%	4,628 $615 Million
Q1 2025 Apr 30, 2025	BUY	$128.58 - $138.1 $40,116 - $43,087	312 Added 7.01%	4,765 $615 Million
Q4 2024 Jan 28, 2025	SELL	$129.55 - $143.41 $22,800 - $25,240	-176 Reduced 3.8%	4,453 $585 Million
Q3 2024 Oct 28, 2024	SELL	$119.99 - $135.74 $2,039 - $2,307	-17 Reduced 0.37%	4,629 $625 Million
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

1,458

Shares Held

70.3M

Call Options Held

816K

Put Options Held

62.9K

View Full List

About ISHARES TR

Ticker DVY
Sector ETFs
Industry ETFs

More about DVY

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Fonville Wealth Management LLC Ishares Tr Transaction History