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

Foundation Wealth Management, LLC

$128 Billion
Q2 2024

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 41,733 shares of IJJ stock, worth $4.97 Million. This represents 3.71% of its overall portfolio holdings.

Number of Shares

41,733

Previous 42,435 1.65%

Holding current value

$4.97 Million

Previous $5.02 Billion 5.68%

% of portfolio

3.71%

Previous 4.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$98.46 - $106.74 $3.82 Million - $4.15 Million	38,848 New	38,848 $3.92 Billion

Others Institutions Holding IJJ

# of Institutions

788

Shares Held

42.1M

Call Options Held

100

Put Options Held

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About ISHARES S&P MIDCAP 400 VALUE E

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