Fonville Wealth Management LLC Ishares Tr Transaction History

Fonville Wealth Management LLC

  • $289 Billion
  • Q3 2024

A detailed history of Fonville Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Fonville Wealth Management LLC holds 3,795 shares of SHV stock, worth $419,195. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,795
Previous 2,600 45.96%
Holding current value
$419,195
Previous $287 Million 46.13%
% of portfolio
0.15%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
BUY
$110.05 - $110.63 $131,509 - $132,202
1,195 Added 45.96%
3,795 $420 Million
Q2 2024

Jul 30, 2024
BUY
$110.04 - $110.51 $21,017 - $21,107
191 Added 7.93%
2,600 $287 Million
Q1 2024

Apr 26, 2024
BUY
$110.11 - $110.57 $20,590 - $20,676
187 Added 8.42%
2,409 $266 Million
Q4 2023

Jan 31, 2024
BUY
$109.86 - $110.59 $244,108 - $245,730
2,222 New
2,222 $245 Million

Others Institutions Holding SHV

# of Institutions
726
Shares Held
103M
Call Options Held
3.8K
Put Options Held
0
View Full List

About ISHARES TR

SHV Quotes by TradingView
  • Ticker SHV
  • Sector ETFs
  • Industry ETFs
More about SHV
Track This Portfolio

Track Fonville Wealth Management LLC Portfolio

Follow Fonville Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fonville Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fonville Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email