Foundation Wealth Management, LLC Ishares Tr Transaction History
Foundation Wealth Management, LLC
- $144 Billion
- Q2 2025
A detailed history of Foundation Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Foundation Wealth Management, LLC holds 18,785 shares of IBDV stock, worth $414,960. This represents 0.29% of its overall portfolio holdings.
Number of Shares
18,785
Previous 16,244
15.64%
Holding current value
$414,960
Previous $353 Million
17.03%
% of portfolio
0.29%
Previous 0.28%
Shares
4 transactions
Others Institutions Holding IBDV
# of Institutions
269Shares Held
75.9MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC5.2MShares$115 Million1.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.68MShares$103 Million0.01% of portfolio
-
Capital Investment Advisors, LLC3.44MShares$76 Million1.42% of portfolio
-
Capital Advisors Inc2.81MShares$62.1 Million1.14% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.78MShares$61.3 Million0.13% of portfolio