Foundation Wealth Management, LLC Ishares S&P Midcap 400 Value E Transaction History

Foundation Wealth Management, LLC

  • $128 Billion
  • Q1 2025

A detailed history of Foundation Wealth Management, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Foundation Wealth Management, LLC holds 38,900 shares of IJJ stock, worth $4.38 Million. This represents 3.65% of its overall portfolio holdings.

Number of Shares
38,900
Previous 39,740 2.11%
Holding current value
$4.38 Million
Previous $4.97 Billion 6.21%
% of portfolio
3.65%
Previous 3.86%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
SELL
$117.4 - $131.02 $98,616 - $110,056
-840 Reduced 2.11%
38,900 $4.66 Billion
Q4 2024

Feb 06, 2025
SELL
$121.89 - $135.52 $90,564 - $100,691
-743 Reduced 1.84%
39,740 $4.97 Billion
Q3 2024

Oct 29, 2024
SELL
$111.9 - $124.28 $139,875 - $155,350
-1,250 Reduced 3.0%
40,483 $5 Billion
Q2 2024

Aug 13, 2024
SELL
$109.44 - $118.4 $76,826 - $83,116
-702 Reduced 1.65%
41,733 $4.74 Billion
Q1 2024

May 08, 2024
SELL
$109.27 - $118.29 $106,538 - $115,332
-975 Reduced 2.25%
42,435 $5.02 Billion
Q4 2023

Jan 24, 2024
BUY
$93.05 - $115.17 $70,997 - $87,874
763 Added 1.79%
43,410 $4.95 Billion
Q3 2023

Oct 31, 2023
SELL
$99.46 - $111.92 $464,776 - $523,002
-4,673 Reduced 9.88%
42,647 $4.3 Billion
Q2 2023

Jul 28, 2023
BUY
$97.74 - $107.13 $536,397 - $587,929
5,488 Added 13.12%
47,320 $5.07 Billion
Q1 2023

Apr 18, 2023
BUY
$97.23 - $116.09 $290,134 - $346,412
2,984 Added 7.68%
41,832 $4.3 Billion
Q4 2022

Feb 21, 2023
BUY
$91.7 - $106.74 $3.56 Million - $4.15 Million
38,848 New
38,848 $3.92 Billion

Others Institutions Holding IJJ

# of Institutions
901
Shares Held
43.6M
Call Options Held
1.8K
Put Options Held
0
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

IJJ Quotes by TradingView
  • Ticker IJJ
  • Sector ETFs
  • Industry ETFs
More about IJJ
Track This Portfolio

Track Foundation Wealth Management, LLC Portfolio

Follow Foundation Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundation Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundation Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email