Fonville Wealth Management LLC Ishares Trust Aaa A Rated Corp Transaction History

Fonville Wealth Management LLC

$339 Billion
Q1 2025

A detailed history of Fonville Wealth Management LLC transactions in Ishares Trust Aaa A Rated Corp stock. As of the latest transaction made, Fonville Wealth Management LLC holds 176,376 shares of QLTA stock, worth $8.2 Million. This represents 2.47% of its overall portfolio holdings.

Number of Shares

176,376

Previous 166,910 5.67%

Holding current value

$8.2 Million

Previous $7.81 Billion 7.25%

% of portfolio

2.47%

Previous 2.58%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$46.18 - $47.84 $437,139 - $452,853	9,466 Added 5.67%	176,376 $8.38 Billion
Q4 2024 Jan 28, 2025	BUY	$46.69 - $49.2 $1.07 Million - $1.12 Million	22,861 Added 15.87%	166,910 $7.81 Billion
Q3 2024 Oct 28, 2024	BUY	$46.5 - $49.42 $1.98 Million - $2.1 Million	42,476 Added 41.82%	144,049 $7.08 Billion
Q2 2024 Jul 30, 2024	BUY	$45.93 - $47.36 $1.2 Million - $1.24 Million	26,186 Added 34.74%	101,573 $4.76 Billion
Q1 2024 Apr 26, 2024	BUY	$46.83 - $48.13 $1.23 Million - $1.26 Million	26,205 Added 53.28%	75,387 $3.58 Billion
Q4 2023 Jan 31, 2024	BUY	$43.8 - $48.35 $2.15 Million - $2.38 Million	49,182 New	49,182 $2.37 Billion

Others Institutions Holding QLTA

# of Institutions

195

Shares Held

22.7M

Call Options Held

Put Options Held

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About ISHARES TRUST AAA-A RATED CORP

Ticker QLTA
Sector ETFs
Industry ETFs

More about QLTA

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Fonville Wealth Management LLC Ishares Trust Aaa A Rated Corp Transaction History