Foundation Wealth Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Foundation Wealth Management, LLC

$129 Billion
Q4 2024

A detailed history of Foundation Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Foundation Wealth Management, LLC holds 122,986 shares of IBDS stock, worth $2.97 Million. This represents 2.29% of its overall portfolio holdings.

Number of Shares

122,986

Previous 120,981 1.66%

Holding current value

$2.97 Million

Previous $2.95 Billion 0.05%

% of portfolio

2.29%

Previous 2.24%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$23.88 - $24.32 $47,879 - $48,761	2,005 Added 1.66%	122,986 $2.95 Billion
Q3 2024 Oct 29, 2024	BUY	$23.63 - $24.42 $4,277 - $4,420	181 Added 0.15%	120,981 $2.95 Billion
Q2 2024 Aug 13, 2024	BUY	$23.48 - $23.77 $46,842 - $47,421	1,995 Added 1.68%	120,800 $2.87 Billion
Q1 2024 May 08, 2024	BUY	$23.67 - $24.03 $89,306 - $90,665	3,773 Added 3.28%	118,805 $2.83 Billion
Q4 2023 Jan 24, 2024	SELL	$22.84 - $23.94 $149,053 - $156,232	-6,526 Reduced 5.37%	115,032 $2.75 Billion
Q3 2023 Oct 31, 2023	BUY	$23.07 - $23.6 $6,897 - $7,056	299 Added 0.25%	121,558 $2.81 Billion
Q2 2023 Jul 28, 2023	SELL	$23.39 - $23.94 $16,139 - $16,518	-690 Reduced 0.57%	121,259 $2.85 Billion
Q1 2023 Apr 18, 2023	SELL	$23.15 - $24.01 $178,625 - $185,261	-7,716 Reduced 5.95%	121,949 $2.9 Billion
Q4 2022 Feb 21, 2023	BUY	$22.55 - $23.67 $2.92 Million - $3.07 Million	129,665 New	129,665 $3.03 Billion

Others Institutions Holding IBDS

# of Institutions

378

Shares Held

97.4M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2027 TER

Ticker IBDS
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Foundation Wealth Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History