Foundation Wealth Management, LLC Ishares S&P Midcap 400 Value E Transaction History

Foundation Wealth Management, LLC

$156 Billion
Q3 2025

A detailed history of Foundation Wealth Management, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Foundation Wealth Management, LLC holds 49,113 shares of IJJ stock, worth $6.26 Million. This represents 4.07% of its overall portfolio holdings.

Number of Shares

49,113

Previous 48,611 1.03%

Holding current value

$6.26 Million

Previous $6.01 Billion 6.05%

% of portfolio

4.07%

Previous 4.18%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$122.57 - $132.57 $61,530 - $66,550	502 Added 1.03%	49,113 $6.37 Billion
Q2 2025 Jul 23, 2025	BUY	$103.88 - $123.68 $1.01 Million - $1.2 Million	9,711 Added 24.96%	48,611 $6.01 Billion
Q1 2025 Apr 21, 2025	SELL	$117.4 - $131.02 $98,616 - $110,056	-840 Reduced 2.11%	38,900 $4.66 Billion
Q4 2024 Feb 06, 2025	SELL	$121.89 - $135.52 $90,564 - $100,691	-743 Reduced 1.84%	39,740 $4.97 Billion
Q3 2024 Oct 29, 2024	SELL	$111.9 - $124.28 $139,875 - $155,350	-1,250 Reduced 3.0%	40,483 $5 Billion

Q2 2024 Aug 13, 2024	SELL	$109.44 - $118.4 $76,826 - $83,116	-702 Reduced 1.65%	41,733 $4.74 Billion
Q1 2024 May 08, 2024	SELL	$109.27 - $118.29 $106,538 - $115,332	-975 Reduced 2.25%	42,435 $5.02 Billion
Q4 2023 Jan 24, 2024	BUY	$93.05 - $115.17 $70,997 - $87,874	763 Added 1.79%	43,410 $4.95 Billion
Q3 2023 Oct 31, 2023	SELL	$99.46 - $111.92 $464,776 - $523,002	-4,673 Reduced 9.88%	42,647 $4.3 Billion
Q2 2023 Jul 28, 2023	BUY	$97.74 - $107.13 $536,397 - $587,929	5,488 Added 13.12%	47,320 $5.07 Billion
Q1 2023 Apr 18, 2023	BUY	$97.23 - $116.09 $290,134 - $346,412	2,984 Added 7.68%	41,832 $4.3 Billion
Q4 2022 Feb 21, 2023	BUY	$91.7 - $106.74 $3.56 Million - $4.15 Million	38,848 New	38,848 $3.92 Billion

Others Institutions Holding IJJ

# of Institutions

919

Shares Held

41.8M

Call Options Held

4.8K

Put Options Held

2.7K

View Full List

About ISHARES S&P MIDCAP 400 VALUE E

Ticker IJJ
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Foundation Wealth Management, LLC Ishares S&P Midcap 400 Value E Transaction History