Fonville Wealth Management LLC Ishares Tr Transaction History

Fonville Wealth Management LLC

$489 Billion
Q4 2025

A detailed history of Fonville Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Fonville Wealth Management LLC holds 12,921 shares of SHV stock, worth $1.43 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

12,921

Previous 14,013 7.79%

Holding current value

$1.43 Million

Previous $1.55 Billion 8.08%

% of portfolio

0.29%

Previous 0.35%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 22, 2026	SELL	$110.15 - $110.49 $120,283 - $120,655	-1,092 Reduced 7.79%	12,921 $1.42 Billion
Q3 2025 Oct 27, 2025	BUY	$110.06 - $110.49 $72,639 - $72,923	660 Added 4.94%	14,013 $1.55 Billion
Q2 2025 Aug 07, 2025	SELL	$110.06 - $110.46 $357,805 - $359,105	-3,251 Reduced 19.58%	13,353 $1.47 Billion
Q1 2025 Apr 30, 2025	BUY	$110.11 - $110.51 $969,628 - $973,151	8,806 Added 112.93%	16,604 $1.83 Billion
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

783

Shares Held

101M

Call Options Held

Put Options Held

View Full List

About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

More about SHV

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Fonville Wealth Management LLC Ishares Tr Transaction History