Foundation Wealth Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Foundation Wealth Management, LLC

$128 Billion
Q2 2024

A detailed history of Foundation Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Foundation Wealth Management, LLC holds 120,800 shares of IBDS stock, worth $2.93 Million. This represents 2.25% of its overall portfolio holdings.

Number of Shares

120,800

Previous 118,805 1.68%

Holding current value

$2.93 Million

Previous $2.83 Billion 1.38%

% of portfolio

2.25%

Previous 2.3%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$23.48 - $23.77 $46,842 - $47,421	1,995 Added 1.68%	120,800 $2.87 Billion
Q1 2024 May 08, 2024	BUY	$23.67 - $24.03 $89,306 - $90,665	3,773 Added 3.28%	118,805 $2.83 Billion
Q4 2023 Jan 24, 2024	SELL	$22.84 - $23.94 $149,053 - $156,232	-6,526 Reduced 5.37%	115,032 $2.75 Billion
Q3 2023 Oct 31, 2023	BUY	$23.07 - $23.6 $6,897 - $7,056	299 Added 0.25%	121,558 $2.81 Billion
Q2 2023 Jul 28, 2023	SELL	$23.39 - $23.94 $16,139 - $16,518	-690 Reduced 0.57%	121,259 $2.85 Billion
Q1 2023 Apr 18, 2023	SELL	$23.15 - $24.01 $178,625 - $185,261	-7,716 Reduced 5.95%	121,949 $2.9 Billion
Q4 2022 Feb 21, 2023	BUY	$22.55 - $23.67 $2.92 Million - $3.07 Million	129,665 New	129,665 $3.03 Billion

Others Institutions Holding IBDS

# of Institutions

329

Shares Held

80.9M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2027 TER

Ticker IBDS
Sector ETFs
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Foundation Wealth Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History