Fonville Wealth Management LLC Ishares S&P 500 Value ETF Transaction History

Fonville Wealth Management LLC

  • $303 Billion
  • Q4 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 7,791 shares of IVE stock, worth $1.51 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
7,791
Previous 8,768 11.14%
Holding current value
$1.51 Million
Previous $1.73 Billion 13.98%
% of portfolio
0.49%
Previous 0.6%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
SELL
$189.5 - $206.17 $185,141 - $201,428
-977 Reduced 11.14%
7,791 $1.49 Billion
Q3 2024

Oct 28, 2024
BUY
$181.06 - $197.17 $111,895 - $121,851
618 Added 7.58%
8,768 $1.73 Billion
Q2 2024

Jul 30, 2024
SELL
$176.58 - $186.7 $20,130 - $21,283
-114 Reduced 1.38%
8,150 $1.48 Billion
Q1 2024

Apr 26, 2024
SELL
$171.09 - $186.81 $17,622 - $19,241
-103 Reduced 1.23%
8,264 $1.54 Billion
Q4 2023

Jan 31, 2024
BUY
$147.64 - $174.21 $1.24 Million - $1.46 Million
8,367 New
8,367 $1.45 Billion

Others Institutions Holding IVE

# of Institutions
1,670
Shares Held
146M
Call Options Held
107K
Put Options Held
60.7K
View Full List

About ISHARES S&P 500 VALUE ETF

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