Fonville Wealth Management LLC Ishares Core S&P Total U.S. St Transaction History
Fonville Wealth Management LLC
- $489 Billion
- Q4 2025
A detailed history of Fonville Wealth Management LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Fonville Wealth Management LLC holds 34,167 shares of ITOT stock, worth $5 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
34,167
Previous 35,529
3.83%
Holding current value
$5 Million
Previous $5.17 Billion
1.83%
% of portfolio
1.04%
Previous 1.16%
Shares
6 transactions
Others Institutions Holding ITOT
# of Institutions
1,726Shares Held
335MCall Options Held
61.7KPut Options Held
36K-
Wells Fargo & Company San Francisco, CA63.2MShares$9.25 Billion1.81% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$7.14 Billion0.13% of portfolio
-
Betterment LLC New York, NY10.9MShares$1.6 Billion3.15% of portfolio
-
Morgan Stanley New York, NY10.7MShares$1.57 Billion0.1% of portfolio
-
Wealthfront Advisers LLC10.6MShares$1.54 Billion3.7% of portfolio