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

Foundation Wealth Management, LLC

$132 Billion
Q3 2024

A detailed history of Foundation Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Foundation Wealth Management, LLC holds 371,180 shares of IVW stock, worth $36.9 Million. This represents 26.96% of its overall portfolio holdings.

Number of Shares

371,180

Previous 380,195 2.37%

Holding current value

$36.9 Million

Previous $35.2 Billion 1.01%

% of portfolio

26.96%

Previous 27.57%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$84.77 - $97.13 $764,201 - $875,626	-9,015 Reduced 2.37%	371,180 $35.5 Billion
Q2 2024 Aug 13, 2024	SELL	$79.31 - $93.31 $921,106 - $1.08 Million	-11,614 Reduced 2.96%	380,195 $35.2 Billion
Q1 2024 May 08, 2024	BUY	$72.87 - $85.14 $885,079 - $1.03 Million	12,146 Added 3.2%	391,809 $33.1 Billion
Q4 2023 Jan 24, 2024	BUY	$65.78 - $75.4 $1.24 Million - $1.43 Million	18,920 Added 5.24%	379,663 $28.5 Billion
Q3 2023 Oct 31, 2023	BUY	$68.05 - $72.66 $326,163 - $348,259	4,793 Added 1.35%	360,743 $24.7 Billion
Q2 2023 Jul 28, 2023	SELL	$63.21 - $70.48 $92,981 - $103,676	-1,471 Reduced 0.41%	355,950 $25.1 Billion
Q1 2023 Apr 18, 2023	SELL	$57.25 - $63.89 $3,893 - $4,344	-68 Reduced 0.02%	357,421 $22.8 Billion
Q4 2022 Feb 21, 2023	BUY	$56.73 - $63.56 $20.3 Million - $22.7 Million	357,489 New	357,489 $20.9 Billion

Others Institutions Holding IVW

# of Institutions

1,816

Shares Held

414M

Call Options Held

355K

Put Options Held

454K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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