Foundation Wealth Management, Llc\Pa Ishares Russell 1000 Val ETF Transaction History
Foundation Wealth Management, Llc\Pa
- $206 Billion
- Q4 2024
A detailed history of Foundation Wealth Management, Llc\Pa transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Foundation Wealth Management, Llc\Pa holds 19,308 shares of IWD stock, worth $3.74 Million. This represents 1.73% of its overall portfolio holdings.
Number of Shares
19,308Holding current value
$3.74 Million% of portfolio
1.73%Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,815Shares Held
265MCall Options Held
658KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.55 Billion0.79% of portfolio
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Morgan Stanley New York, NY31.9MShares$6.17 Billion0.45% of portfolio
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Goldman Sachs Group Inc New York, NY15.3MShares$2.95 Billion0.46% of portfolio
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Jpmorgan Chase & CO New York, NY9.25MShares$1.79 Billion0.14% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.74 Billion3.52% of portfolio