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
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025

BUY
$21.28 - $21.98 $54,072 - $55,851
2,541 Added 15.64%
18,785 $413 Million
Q1 2025

Apr 21, 2025

BUY
$21.11 - $21.73 $19,568 - $20,143
927 Added 6.05%
16,244 $353 Million
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

About ISHARES TR


  • Ticker IBDV
  • Sector Technology
More about IBDV
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