Foundation Wealth Management, LLC Ishares S&P Midcap 400 Value E Transaction History
Foundation Wealth Management, LLC
- $129 Billion
- Q4 2024
A detailed history of Foundation Wealth Management, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Foundation Wealth Management, LLC holds 39,740 shares of IJJ stock, worth $4.99 Million. This represents 3.86% of its overall portfolio holdings.
Number of Shares
39,740
Previous 40,483
1.84%
Holding current value
$4.99 Million
Previous $5 Billion
0.77%
% of portfolio
3.86%
Previous 3.8%
Shares
9 transactions
Others Institutions Holding IJJ
# of Institutions
888Shares Held
43MCall Options Held
1.8KPut Options Held
0-
Morgan Stanley New York, NY4.06MShares$510 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.58MShares$449 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.34MShares$294 Million0.03% of portfolio
-
Ubs Group Ag2.15MShares$270 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.86MShares$234 Million0.08% of portfolio