Foundation Wealth Management, LLC Ishares Tr Transaction History

Foundation Wealth Management, LLC

$132 Billion
Q3 2024

A detailed history of Foundation Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Foundation Wealth Management, LLC holds 24,989 shares of IYE stock, worth $1.13 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares

24,989

Previous 25,428 1.73%

Holding current value

$1.13 Million

Previous $1.22 Billion 5.12%

% of portfolio

0.88%

Previous 0.96%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$44.44 - $49.18 $19,509 - $21,590	-439 Reduced 1.73%	24,989 $1.16 Billion
Q2 2024 Aug 13, 2024	SELL	$46.21 - $51.17 $1,478 - $1,637	-32 Reduced 0.13%	25,428 $1.22 Billion
Q1 2024 May 08, 2024	SELL	$41.9 - $49.4 $26,857 - $31,665	-641 Reduced 2.46%	25,460 $1.26 Billion
Q4 2023 Jan 24, 2024	BUY	$42.54 - $48.28 $48,538 - $55,087	1,141 Added 4.57%	26,101 $1.15 Billion
Q3 2023 Oct 31, 2023	SELL	$41.76 - $48.97 $74,959 - $87,901	-1,795 Reduced 6.71%	24,960 $1.18 Billion
Q2 2023 Jul 28, 2023	BUY	$40.39 - $45.87 $21,245 - $24,127	526 Added 2.01%	26,755 $1.15 Billion
Q1 2023 Apr 18, 2023	SELL	$40.63 - $49.07 $329,590 - $398,055	-8,112 Reduced 23.62%	26,229 $1.15 Billion
Q4 2022 Feb 21, 2023	BUY	$41.43 - $50.5 $1.42 Million - $1.73 Million	34,341 New	34,341 $1.6 Billion

About ISHARES TR

Ticker IYE
Sector ETFs
Industry ETFs

More about IYE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundation Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundation Wealth Management, LLC with notifications on news.

Account

Foundation Wealth Management, LLC Ishares Tr Transaction History