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

Foundation Wealth Management, LLC

  • $132 Billion
  • Q3 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 120,981 shares of IBDS stock, worth $2.9 Million. This represents 2.24% of its overall portfolio holdings.

Number of Shares
120,981
Previous 120,800 0.15%
Holding current value
$2.9 Million
Previous $2.87 Billion 2.85%
% of portfolio
2.24%
Previous 2.25%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024
BUY
$23.63 - $24.42 $4,277 - $4,420
181 Added 0.15%
120,981 $2.95 Billion
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
336
Shares Held
82.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

IBDS Quotes by TradingView
  • Ticker IBDS
  • Sector ETFs
  • Industry ETFs
More about IBDS
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