Fonville Wealth Management LLC Ishares Tr Transaction History

Fonville Wealth Management LLC

  • $303 Billion
  • Q4 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 7,798 shares of SHV stock, worth $860,275. This represents 0.28% of its overall portfolio holdings.

Number of Shares
7,798
Previous 3,795 105.48%
Holding current value
$860,275
Previous $420 Million 104.51%
% of portfolio
0.28%
Previous 0.15%

Shares

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

Jan 28, 2025
BUY
$109.92 - $110.57 $440,009 - $442,611
4,003 Added 105.48%
7,798 $859 Million
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
772
Shares Held
94.5M
Call Options Held
2K
Put Options Held
0
View Full List

About ISHARES TR

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