Foundation Wealth Management, Llc\Pa Ishares S&P 500 Value ETF Transaction History
Foundation Wealth Management, Llc\Pa
- $210 Billion
- Q1 2025
A detailed history of Foundation Wealth Management, Llc\Pa transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Foundation Wealth Management, Llc\Pa holds 3,114 shares of IVE stock, worth $617,879. This represents 0.28% of its overall portfolio holdings.
Number of Shares
3,114
Previous 3,114
-0.0%
Holding current value
$617,879
Previous $594 Million
0.16%
% of portfolio
0.28%
Previous 0.29%
Shares
1 transactions
Others Institutions Holding IVE
# of Institutions
1,713Shares Held
161MCall Options Held
124KPut Options Held
51.5K-
Envestnet Asset Management Inc18.6MShares$3.7 Billion1.19% of portfolio
-
Jpmorgan Chase & CO New York, NY17.8MShares$3.53 Billion0.27% of portfolio
-
Morgan Stanley New York, NY13.8MShares$2.74 Billion0.19% of portfolio
-
Bank Of America Corp Charlotte, NC8.58MShares$1.7 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.98MShares$1.38 Billion0.54% of portfolio