Foundation Wealth Management, LLC Ishares Tr Transaction History

Foundation Wealth Management, LLC

  • $123 Billion
  • Q1 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 18,557 shares of IYR stock, worth $1.62 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares
18,557
Previous 19,053 2.6%
Holding current value
$1.62 Million
Previous $1.74 Billion 4.22%
% of portfolio
1.36%
Previous 1.56%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$82.26 - $89.17 $1.24 Million - $1.35 Million
15,115 New
15,115 $1.27 Billion

Others Institutions Holding IYR

# of Institutions
550
Shares Held
51.2M
Call Options Held
7.14M
Put Options Held
6.54M
View Full List

About ISHARES TR

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

Track Foundation Wealth Management, LLC Portfolio

Follow Foundation Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email