Foundation Wealth Management, LLC Ishares S&P Midcap 400 Value E Transaction History

Foundation Wealth Management, LLC

  • $132 Billion
  • Q3 2024

A detailed history of Foundation Wealth Management, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Foundation Wealth Management, LLC holds 40,483 shares of IJJ stock, worth $5 Million. This represents 3.8% of its overall portfolio holdings.

Number of Shares
40,483
Previous 41,733 3.0%
Holding current value
$5 Million
Previous $4.74 Billion 5.69%
% of portfolio
3.8%
Previous 3.71%

Shares

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

Oct 29, 2024
SELL
$111.9 - $124.28 $139,875 - $155,350
-1,250 Reduced 3.0%
40,483 $5 Billion
Q2 2024

Aug 13, 2024
SELL
$109.44 - $118.4 $76,826 - $83,116
-702 Reduced 1.65%
41,733 $4.74 Billion
Q1 2024

May 08, 2024
SELL
$109.27 - $118.29 $106,538 - $115,332
-975 Reduced 2.25%
42,435 $5.02 Billion
Q4 2023

Jan 24, 2024
BUY
$93.05 - $115.17 $70,997 - $87,874
763 Added 1.79%
43,410 $4.95 Billion
Q3 2023

Oct 31, 2023
SELL
$99.46 - $111.92 $464,776 - $523,002
-4,673 Reduced 9.88%
42,647 $4.3 Billion
Q2 2023

Jul 28, 2023
BUY
$97.74 - $107.13 $536,397 - $587,929
5,488 Added 13.12%
47,320 $5.07 Billion
Q1 2023

Apr 18, 2023
BUY
$97.23 - $116.09 $290,134 - $346,412
2,984 Added 7.68%
41,832 $4.3 Billion
Q4 2022

Feb 21, 2023
BUY
$91.7 - $106.74 $3.56 Million - $4.15 Million
38,848 New
38,848 $3.92 Billion

Others Institutions Holding IJJ

# of Institutions
802
Shares Held
41.5M
Call Options Held
4K
Put Options Held
0
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

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  • Ticker IJJ
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