A detailed history of Foundation Wealth Management, Llc\Pa transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Foundation Wealth Management, Llc\Pa holds 20,657 shares of IVV stock, worth $13.2 Million. This represents 5.55% of its overall portfolio holdings.

Number of Shares
20,657
Previous 20,687 0.15%
Holding current value
$13.2 Million
Previous $11.6 Billion 10.34%
% of portfolio
5.55%
Previous 5.53%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025

SELL
$498.8 - $620.9 $14,964 - $18,627
-30 Reduced 0.15%
20,657 $12.8 Billion
Q1 2025

Apr 22, 2025

SELL
$554.06 - $615.85 $439,923 - $488,984
-794 Reduced 3.7%
20,687 $11.6 Billion
Q4 2024

Feb 11, 2025

BUY
$570.51 - $610.59 $12.3 Million - $13.1 Million
21,481 New
21,481 $12.6 Billion

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Foundation Wealth Management, Llc\Pa Portfolio

Follow Foundation Wealth Management, Llc\Pa and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Foundation Wealth Management, Llc\Pa with notifications on news.