Foundation Wealth Management, LLC Ishares Russell2000 Val ETF Transaction History

Foundation Wealth Management, LLC

  • $132 Billion
  • Q3 2024

A detailed history of Foundation Wealth Management, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Foundation Wealth Management, LLC holds 22,547 shares of IWN stock, worth $3.79 Million. This represents 2.85% of its overall portfolio holdings.

Number of Shares
22,547
Previous 22,654 0.47%
Holding current value
$3.79 Million
Previous $3.45 Billion 9.02%
% of portfolio
2.85%
Previous 2.7%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024
SELL
$150.05 - $171.34 $16,055 - $18,333
-107 Reduced 0.47%
22,547 $3.76 Billion
Q2 2024

Aug 13, 2024
SELL
$146.03 - $158.93 $6,571 - $7,151
-45 Reduced 0.2%
22,654 $3.45 Billion
Q1 2024

May 08, 2024
BUY
$145.61 - $158.81 $80,085 - $87,345
550 Added 2.48%
22,699 $3.6 Billion
Q4 2023

Jan 24, 2024
BUY
$125.51 - $158.2 $226,294 - $285,234
1,803 Added 8.86%
22,149 $3.44 Billion
Q3 2023

Oct 31, 2023
SELL
$133.8 - $151.24 $105,434 - $119,177
-788 Reduced 3.73%
20,346 $2.76 Billion
Q2 2023

Jul 28, 2023
BUY
$128.93 - $142.33 $105,464 - $116,425
818 Added 4.03%
21,134 $2.98 Billion
Q1 2023

Apr 18, 2023
SELL
$130.78 - $156.96 $4,184 - $5,022
-32 Reduced 0.16%
20,316 $2.78 Billion
Q4 2022

Feb 21, 2023
BUY
$131.32 - $149.64 $2.67 Million - $3.04 Million
20,348 New
20,348 $2.82 Billion

Others Institutions Holding IWN

# of Institutions
1,066
Shares Held
58.8M
Call Options Held
707K
Put Options Held
207K
View Full List

About ISHARES RUSSELL2000 VAL ETF

IWN Quotes by TradingView
  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
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