Foundation Wealth Management, Llc\Pa Ishares Russell 1000 Val ETF Transaction History
Foundation Wealth Management, Llc\Pa
- $258 Billion
- Q3 2025
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 18,811 shares of IWD stock, worth $3.85 Million. This represents 1.48% of its overall portfolio holdings.
Number of Shares
18,811
Previous 19,092
1.47%
Holding current value
$3.85 Million
Previous $3.71 Billion
3.27%
% of portfolio
1.48%
Previous 1.6%
Shares
4 transactions
Others Institutions Holding IWD
# of Institutions
1,996Shares Held
265MCall Options Held
342KPut Options Held
5.28M-
Bank Of America Corp Charlotte, NC49.6MShares$10.2 Billion0.71% of portfolio
-
Morgan Stanley New York, NY36.4MShares$7.45 Billion0.47% of portfolio
-
Goldman Sachs Group Inc New York, NY11.3MShares$2.32 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY8.91MShares$1.83 Billion0.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.58MShares$1.76 Billion3.34% of portfolio