Fonville Wealth Management LLC Ishares Russell 3000 ETF Transaction History
Fonville Wealth Management LLC
- $303 Billion
- Q4 2024
A detailed history of Fonville Wealth Management LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Fonville Wealth Management LLC holds 7,600 shares of IWV stock, worth $2.62 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
7,600
Previous 7,682
1.07%
Holding current value
$2.62 Million
Previous $2.51 Billion
1.21%
% of portfolio
0.84%
Previous 0.87%
Shares
4 transactions
Others Institutions Holding IWV
# of Institutions
864Shares Held
26.4MCall Options Held
19.5KPut Options Held
3K-
Scs Capital Management LLC Boston, MA1.95MShares$671 Million12.83% of portfolio
-
Northern Trust Corp Chicago, IL1.07MShares$369 Million0.06% of portfolio
-
Morgan Stanley New York, NY1.07MShares$369 Million0.03% of portfolio
-
Black Rock Inc. New York, NY1.03MShares$356 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC944KShares$325 Million0.03% of portfolio