Fonville Wealth Management LLC Ishares Core S&P Total U.S. St Transaction History

Fonville Wealth Management LLC

$303 Billion
Q4 2024

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 37,010 shares of ITOT stock, worth $4.93 Million. This represents 1.57% of its overall portfolio holdings.

Number of Shares

37,010

Previous 38,200 3.12%

Holding current value

$4.93 Million

Previous $4.8 Billion 0.8%

% of portfolio

1.57%

Previous 1.66%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$124.26 - $134.12 $147,869 - $159,602	-1,190 Reduced 3.12%	37,010 $4.76 Billion
Q2 2024 Jul 30, 2024	SELL	$108.78 - $119.23 $5,439 - $5,961	-50 Reduced 0.13%	38,200 $4.54 Billion
Q1 2024 Apr 26, 2024	SELL	$103.16 - $115.3 $29,400 - $32,860	-285 Reduced 0.74%	38,250 $4.41 Billion
Q4 2023 Jan 31, 2024	BUY	$90.04 - $105.69 $3.47 Million - $4.07 Million	38,535 New	38,535 $4.06 Billion

Others Institutions Holding ITOT

# of Institutions

1,447

Shares Held

326M

Call Options Held

58.9K

Put Options Held

20K

View Full List

About ISHARES CORE S&P TOTAL U.S. ST

Ticker ITOT
Sector ETFs
Industry ETFs

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Fonville Wealth Management LLC Ishares Core S&P Total U.S. St Transaction History