Fonville Wealth Management LLC Ishares Russell 2000 ETF Transaction History

Fonville Wealth Management LLC

  • $289 Billion
  • Q3 2024

A detailed history of Fonville Wealth Management LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Fonville Wealth Management LLC holds 7,192 shares of IWM stock, worth $1.6 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
7,192
Previous 6,831 5.28%
Holding current value
$1.6 Million
Previous $1.39 Billion 14.62%
% of portfolio
0.55%
Previous 0.55%

Shares

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

Oct 28, 2024
BUY
$200.87 - $224.6 $72,514 - $81,080
361 Added 5.28%
7,192 $1.59 Billion
Q2 2024

Jul 30, 2024
SELL
$192.84 - $209.44 $11,570 - $12,566
-60 Reduced 0.87%
6,831 $1.39 Billion
Q1 2024

Apr 26, 2024
BUY
$189.48 - $210.3 $29,748 - $33,017
157 Added 2.33%
6,891 $1.45 Billion
Q4 2023

Jan 31, 2024
BUY
$162.21 - $204.82 $1.09 Million - $1.38 Million
6,734 New
6,734 $1.35 Billion

Others Institutions Holding IWM

# of Institutions
2,664
Shares Held
308M
Call Options Held
232M
Put Options Held
524M
View Full List

About ISHARES RUSSELL 2000 ETF

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