Foundation Wealth Management, LLC Ishares Tr Transaction History
Foundation Wealth Management, LLC
- $128 Billion
- Q2 2024
A detailed history of Foundation Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Foundation Wealth Management, LLC holds 18,627 shares of IYR stock, worth $1.85 Million. This represents 1.28% of its overall portfolio holdings.
Number of Shares
18,627
Previous 18,557
0.38%
Holding current value
$1.85 Million
Previous $1.67 Billion
2.04%
% of portfolio
1.28%
Previous 1.36%
Shares
7 transactions
Others Institutions Holding IYR
# of Institutions
559Shares Held
30.8MCall Options Held
6.83MPut Options Held
5.86M-
Wealth Navi Inc.4.38MShares$435 Million4.87% of portfolio
-
Morgan Stanley New York, NY3.06MShares$304 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC2.37MShares$235 Million0.02% of portfolio
-
Goldman Sachs Group Inc New York, NY1.24MShares$123 Million0.02% of portfolio
-
Wolverine Trading, LLC Chicago, IL1.11MShares$110 Million0.1% of portfolio