Foundation Wealth Management, Llc\Pa Ishares Core S&P Sm Cap ETF Transaction History
Foundation Wealth Management, Llc\Pa
- $206 Billion
- Q4 2024
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 25,112 shares of IJR stock, worth $2.94 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
25,112Holding current value
$2.94 Million% of portfolio
1.4%Shares
1 transactions
Others Institutions Holding IJR
# of Institutions
2,719Shares Held
527MCall Options Held
947KPut Options Held
622K-
Northwestern Mutual Wealth Management CO38.1MShares$4.46 Billion3.73% of portfolio
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Bank Of America Corp Charlotte, NC31MShares$3.63 Billion0.31% of portfolio
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Morgan Stanley New York, NY18.7MShares$2.19 Billion0.16% of portfolio
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Envestnet Asset Management Inc17.8MShares$2.08 Billion0.69% of portfolio
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Wells Fargo & Company San Francisco, CA16.1MShares$1.89 Billion0.44% of portfolio