Foundation Wealth Management, LLC Ishares Tr Transaction History
Foundation Wealth Management, LLC
- $156 Billion
- Q3 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 22,178 shares of IBDV stock, worth $488,581. This represents 0.31% of its overall portfolio holdings.
Number of Shares
22,178
Previous 18,785
18.06%
Holding current value
$488,581
Previous $413 Million
18.97%
% of portfolio
0.31%
Previous 0.29%
Shares
5 transactions
Others Institutions Holding IBDV
# of Institutions
290Shares Held
80.6MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC5.63MShares$124 Million0.98% of portfolio
-
Bank Of America Corp Charlotte, NC5.55MShares$122 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.86MShares$85 Million0.15% of portfolio
-
Capital Investment Advisors, LLC3.68MShares$81.1 Million1.41% of portfolio
-
Capital Advisors Inc2.94MShares$64.9 Million1.11% of portfolio