Fonville Wealth Management LLC Ihares Core 1 5 Years Usd Bond Transaction History
Fonville Wealth Management LLC
- $303 Billion
- Q4 2024
A detailed history of Fonville Wealth Management LLC transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Fonville Wealth Management LLC holds 129,489 shares of ISTB stock, worth $6.26 Million. This represents 2.04% of its overall portfolio holdings.
Number of Shares
129,489
Previous 107,693
20.24%
Holding current value
$6.26 Million
Previous $5.24 Billion
17.99%
% of portfolio
2.04%
Previous 1.81%
Shares
5 transactions
Others Institutions Holding ISTB
# of Institutions
409Shares Held
62.2MCall Options Held
0Put Options Held
0-
Acorns Advisers, LLC Irvine, CA10.7MShares$519 Million4.97% of portfolio
-
State Of Wisconsin Investment Board Madison, WI5.05MShares$244 Million0.65% of portfolio
-
Trust Point Inc. La Crosse, WI3.4MShares$164 Million11.27% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA3.07MShares$148 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.9MShares$91.8 Million0.03% of portfolio