Foundation Wealth Management, Llc\Pa Ishares Russell Midcap Value E Transaction History
Foundation Wealth Management, Llc\Pa
- $258 Billion
- Q3 2025
A detailed history of Foundation Wealth Management, Llc\Pa transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Foundation Wealth Management, Llc\Pa holds 1,743 shares of IWS stock, worth $240,272. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,743
Previous 1,853
5.94%
Holding current value
$240,272
Previous $245 Million
0.58%
% of portfolio
0.09%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding IWS
# of Institutions
1,060Shares Held
93.6MCall Options Held
17.5KPut Options Held
0-
Tiaa, Fsb St. Louis, MO12.9MShares$1.78 Billion5.15% of portfolio
-
Jones Financial Companies Lllp10MShares$1.39 Billion0.96% of portfolio
-
Morgan Stanley New York, NY8.25MShares$1.14 Billion0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA3.75MShares$517 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC3.68MShares$507 Million0.04% of portfolio