Foundation Wealth Management, LLC Ishares Tr Transaction History

Foundation Wealth Management, LLC

$129 Billion
Q4 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 16,740 shares of IYR stock, worth $1.65 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares

16,740

Previous 16,983 1.43%

Holding current value

$1.65 Million

Previous $1.73 Billion 9.96%

% of portfolio

1.21%

Previous 1.31%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

615

Shares Held

57.4M

Call Options Held

8.93M

Put Options Held

12.5M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

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Foundation Wealth Management, LLC Ishares Tr Transaction History