Foundation Wealth Management, Llc\Pa Ishares Core S&P Sm Cap ETF Transaction History
Foundation Wealth Management, Llc\Pa
- $231 Billion
- Q2 2025
A detailed history of Foundation Wealth Management, Llc\Pa transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Foundation Wealth Management, Llc\Pa holds 23,209 shares of IJR stock, worth $2.57 Million. This represents 1.1% of its overall portfolio holdings.
Number of Shares
23,209
Previous 24,959
7.01%
Holding current value
$2.57 Million
Previous $2.61 Billion
2.81%
% of portfolio
1.1%
Previous 1.24%
Shares
3 transactions
Others Institutions Holding IJR
# of Institutions
2,819Shares Held
569MCall Options Held
539KPut Options Held
366K-
Northwestern Mutual Wealth Management CO41.3MShares$4.58 Billion3.33% of portfolio
-
Bank Of America Corp Charlotte, NC33MShares$3.66 Billion0.28% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX19.3MShares$2.14 Billion0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.07 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA17.1MShares$1.9 Billion0.42% of portfolio