Foundation Wealth Management, LLC Ishares Tr Transaction History

Foundation Wealth Management, LLC

$144 Billion
Q2 2025

A detailed history of Foundation Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Foundation Wealth Management, LLC holds 29,433 shares of IYE stock, worth $1.33 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares

29,433

Previous 24,654 19.38%

Holding current value

$1.33 Million

Previous $1.22 Billion 9.5%

% of portfolio

0.93%

Previous 0.95%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$40.36 - $49.67 $192,880 - $237,372	4,779 Added 19.38%	29,433 $1.33 Billion
Q1 2025 Apr 21, 2025	BUY	$45.23 - $49.95 $10,900 - $12,037	241 Added 0.99%	24,654 $1.22 Billion
Q4 2024 Feb 06, 2025	SELL	$43.93 - $51.37 $25,303 - $29,589	-576 Reduced 2.31%	24,413 $1.11 Billion
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

Others Institutions Holding IYE

# of Institutions

327

Shares Held

14.8M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker IYE
Sector ETFs
Industry ETFs

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Foundation Wealth Management, LLC Ishares Tr Transaction History