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

Foundation Wealth Management, LLC

  • $128 Billion
  • Q1 2025

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 174,724 shares of IVE stock, worth $33.3 Million. This represents 26.08% of its overall portfolio holdings.

Number of Shares
174,724
Previous 173,218 0.87%
Holding current value
$33.3 Million
Previous $33.1 Billion 0.71%
% of portfolio
26.08%
Previous 25.67%

Shares

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

Apr 21, 2025
BUY
$185.78 - $198.58 $279,784 - $299,061
1,506 Added 0.87%
174,724 $33.3 Billion
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
1,696
Shares Held
160M
Call Options Held
124K
Put Options Held
51.5K
View Full List

About ISHARES S&P 500 VALUE ETF

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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