Foundation Wealth Management, LLC Ishares Tr Transaction History
Foundation Wealth Management, LLC
- $152 Billion
- Q4 2025
A detailed history of Foundation Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Foundation Wealth Management, LLC holds 29,225 shares of IBDV stock, worth $643,826. This represents 0.42% of its overall portfolio holdings.
Number of Shares
29,225
Previous 22,178
31.77%
Holding current value
$643,826
Previous $491 Million
31.36%
% of portfolio
0.42%
Previous 0.31%
Shares
6 transactions
Others Institutions Holding IBDV
# of Institutions
304Shares Held
86.5MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC5.63MShares$124 Million0.98% of portfolio
-
Bank Of America Corp Charlotte, NC5.55MShares$122 Million0.01% of portfolio
-
Capital Investment Advisors, LLC3.91MShares$86.2 Million1.36% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.86MShares$85 Million0.15% of portfolio
-
Capital Advisors Inc3.03MShares$66.7 Million1.12% of portfolio