Foundation Wealth Management, Llc\Pa Ishares Core S&P Sm Cap ETF Transaction History
Foundation Wealth Management, Llc\Pa
- $276 Billion
- Q4 2025
A detailed history of Foundation Wealth Management, Llc\Pa transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Foundation Wealth Management, Llc\Pa holds 18,670 shares of IJR stock, worth $2.18 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
18,670
Previous 21,457
12.99%
Holding current value
$2.18 Million
Previous $2.55 Billion
12.0%
% of portfolio
0.81%
Previous 0.99%
Shares
5 transactions
Others Institutions Holding IJR
# of Institutions
2,914Shares Held
539MCall Options Held
490KPut Options Held
348K-
Northwestern Mutual Wealth Management CO42.3MShares$4.95 Billion3.41% of portfolio
-
Bank Of America Corp Charlotte, NC31.7MShares$3.7 Billion0.26% of portfolio
-
Morgan Stanley New York, NY18MShares$2.1 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.5MShares$1.93 Billion0.61% of portfolio
-
Wells Fargo & Company San Francisco, CA15.4MShares$1.8 Billion0.36% of portfolio