Foundation Wealth Management, LLC Ishares Tr Transaction History

Foundation Wealth Management, LLC

  • $129 Billion
  • Q4 2024

A detailed history of Foundation Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Foundation Wealth Management, LLC holds 15,317 shares of IBDV stock, worth $330,387. This represents 0.25% of its overall portfolio holdings.

Number of Shares
15,317
Previous 9,758 56.97%
Holding current value
$330,387
Previous $216 Million 51.23%
% of portfolio
0.25%
Previous 0.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$21.24 - $22.15 $118,073 - $123,131
5,559 Added 56.97%
15,317 $327 Million
Q3 2024

Oct 29, 2024
BUY
$21.11 - $22.24 $205,991 - $217,017
9,758 New
9,758 $216 Million

Others Institutions Holding IBDV

# of Institutions
222
Shares Held
60.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

IBDV Quotes by TradingView
  • Ticker IBDV
  • Sector Technology
More about IBDV
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