Foundation Wealth Management, LLC Ishares S&P 500 Value ETF Transaction History

Foundation Wealth Management, LLC

$129 Billion
Q4 2024

A detailed history of Foundation Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Foundation Wealth Management, LLC holds 173,218 shares of IVE stock, worth $34.1 Million. This represents 25.67% of its overall portfolio holdings.

Number of Shares

173,218

Previous 177,819 2.59%

Holding current value

$34.1 Million

Previous $35.1 Billion 5.67%

% of portfolio

25.67%

Previous 26.59%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$189.5 - $206.17 $871,889 - $948,588	-4,601 Reduced 2.59%	173,218 $33.1 Billion
Q3 2024 Oct 29, 2024	BUY	$181.06 - $197.17 $488,862 - $532,359	2,700 Added 1.54%	177,819 $35.1 Billion
Q2 2024 Aug 13, 2024	BUY	$176.58 - $186.7 $1.31 Million - $1.38 Million	7,404 Added 4.41%	175,119 $31.9 Billion
Q1 2024 May 08, 2024	BUY	$171.09 - $186.81 $1.78 Million - $1.94 Million	10,398 Added 6.61%	167,715 $31.3 Billion
Q4 2023 Jan 24, 2024	BUY	$147.64 - $174.21 $5.34 Million - $6.3 Million	36,187 Added 29.87%	157,317 $27.4 Billion
Q3 2023 Oct 31, 2023	BUY	$153.33 - $166.75 $1.91 Million - $2.08 Million	12,453 Added 11.46%	121,130 $18.6 Billion
Q2 2023 Jul 28, 2023	BUY	$149.72 - $161.19 $256,620 - $276,279	1,714 Added 1.6%	108,677 $17.5 Billion
Q1 2023 Apr 18, 2023	BUY	$144.21 - $159.47 $3,461 - $3,827	24 Added 0.02%	106,963 $16.2 Billion
Q4 2022 Feb 21, 2023	BUY	$129.68 - $151.79 $13.9 Million - $16.2 Million	106,939 New	106,939 $15.5 Billion

Others Institutions Holding IVE

# of Institutions

1,650

Shares Held

145M

Call Options Held

88.8K

Put Options Held

36.5K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Foundation Wealth Management, LLC Ishares S&P 500 Value ETF Transaction History