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 $2.28 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
7,600
Previous 7,682
1.07%
Holding current value
$2.28 Million
Previous $2.51 Billion
1.21%
% of portfolio
0.84%
Previous 0.87%
Shares
4 transactions
Others Institutions Holding IWV
# of Institutions
927Shares Held
27.1MCall Options Held
17.4KPut Options Held
6.4K-
Scs Capital Management LLC Boston, MA1.75MShares$523 Million12.03% of portfolio
-
Northern Trust Corp Chicago, IL1.15MShares$345 Million0.06% of portfolio
-
Morgan Stanley New York, NY1.14MShares$340 Million0.03% of portfolio
-
Black Rock Inc. New York, NY1.03MShares$309 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.02MShares$305 Million0.03% of portfolio