Foundation Wealth Management, LLC Ishares S&P 500 Growth ETF Transaction History

Foundation Wealth Management, LLC

$132 Billion
Q3 2024

A detailed history of Foundation Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Foundation Wealth Management, LLC holds 371,180 shares of IVW stock, worth $38.1 Million. This represents 26.96% of its overall portfolio holdings.

Number of Shares

371,180

Previous 380,195 2.37%

Holding current value

$38.1 Million

Previous $35.2 Billion 1.01%

% of portfolio

26.96%

Previous 27.57%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$84.77 - $97.13 $764,201 - $875,626	-9,015 Reduced 2.37%	371,180 $35.5 Billion
Q2 2024 Aug 13, 2024	SELL	$79.31 - $93.31 $921,106 - $1.08 Million	-11,614 Reduced 2.96%	380,195 $35.2 Billion
Q1 2024 May 08, 2024	BUY	$72.87 - $85.14 $885,079 - $1.03 Million	12,146 Added 3.2%	391,809 $33.1 Billion
Q4 2023 Jan 24, 2024	BUY	$65.78 - $75.4 $1.24 Million - $1.43 Million	18,920 Added 5.24%	379,663 $28.5 Billion
Q3 2023 Oct 31, 2023	BUY	$68.05 - $72.66 $326,163 - $348,259	4,793 Added 1.35%	360,743 $24.7 Billion
Q2 2023 Jul 28, 2023	SELL	$63.21 - $70.48 $92,981 - $103,676	-1,471 Reduced 0.41%	355,950 $25.1 Billion
Q1 2023 Apr 18, 2023	SELL	$57.25 - $63.89 $3,893 - $4,344	-68 Reduced 0.02%	357,421 $22.8 Billion
Q4 2022 Feb 21, 2023	BUY	$56.73 - $63.56 $20.3 Million - $22.7 Million	357,489 New	357,489 $20.9 Billion

Others Institutions Holding IVW

# of Institutions

1,824

Shares Held

417M

Call Options Held

355K

Put Options Held

454K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundation Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundation Wealth Management, LLC with notifications on news.

Account

Foundation Wealth Management, LLC Ishares S&P 500 Growth ETF Transaction History