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 16,214 shares of IYR stock, worth $1.54 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares
16,214
Previous 16,755 3.23%
Holding current value
$1.54 Million
Previous $1.6 Billion 4.23%
% of portfolio
1.07%
Previous 1.26%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
SELL
$84.48 - $96.25 $45,703 - $52,071
-541 Reduced 3.23%
16,214 $1.54 Billion
Q1 2025

Apr 21, 2025
BUY
$89.49 - $98.98 $1,342 - $1,484
15 Added 0.09%
16,755 $1.6 Billion
Q4 2024

Feb 06, 2025
SELL
$90.74 - $102.87 $22,049 - $24,997
-243 Reduced 1.43%
16,740 $1.56 Billion
Q3 2024

Oct 29, 2024
SELL
$86.93 - $103.61 $142,912 - $170,334
-1,644 Reduced 8.83%
16,983 $1.73 Billion
Q2 2024

Aug 13, 2024
BUY
$81.6 - $89.23 $5,712 - $6,246
70 Added 0.38%
18,627 $1.63 Billion
Q1 2024

May 08, 2024
SELL
$85.32 - $92.22 $42,318 - $45,741
-496 Reduced 2.6%
18,557 $1.67 Billion
Q4 2023

Jan 24, 2024
BUY
$73.28 - $92.46 $250,251 - $315,750
3,415 Added 21.84%
19,053 $1.74 Billion
Q3 2023

Oct 31, 2023
SELL
$77.12 - $89.86 $676,111 - $787,802
-8,767 Reduced 35.92%
15,638 $1.22 Billion
Q2 2023

Jul 28, 2023
BUY
$80.51 - $86.54 $41,060 - $44,135
510 Added 2.13%
24,405 $2.11 Billion
Q1 2023

Apr 18, 2023
BUY
$78.73 - $95.24 $691,249 - $836,207
8,780 Added 58.09%
23,895 $2.03 Billion
Q4 2022

Feb 21, 2023
BUY
$76.97 - $89.17 $1.16 Million - $1.35 Million
15,115 New
15,115 $1.27 Billion

Others Institutions Holding IYR

# of Institutions
574
Shares Held
44.7M
Call Options Held
5.76M
Put Options Held
4.49M
View Full List

About ISHARES TR

IYR Quotes by TradingView
  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
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