Fonville Wealth Management LLC Ishares S&P 500 Value 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 Value ETF stock. As of the latest transaction made, Fonville Wealth Management LLC holds 8,768 shares of IVE stock, worth $1.72 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
8,768
Previous 8,150
7.58%
Holding current value
$1.72 Million
Previous $1.48 Billion
16.54%
% of portfolio
0.6%
Previous 0.59%
Shares
4 transactions
Others Institutions Holding IVE
# of Institutions
1,485Shares Held
141MCall Options Held
105KPut Options Held
10.8K-
Jpmorgan Chase & CO New York, NY17.7MShares$3.47 Billion0.28% of portfolio
-
Envestnet Asset Management Inc12.9MShares$2.54 Billion0.84% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.43 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.52 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA7.68MShares$1.51 Billion0.34% of portfolio