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 $4.96 Million. This represents 3.65% of its overall portfolio holdings.

Number of Shares
38,900
Previous 39,740 2.11%
Holding current value
$4.96 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
903
Shares Held
43.4M
Call Options Held
100
Put Options Held
216
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

IJJ Quotes by TradingView
  • Ticker IJJ
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