Foundations Investment Advisors, LLC Ishares Tr Core Aggressive All Transaction History

Foundations Investment Advisors, LLC

$4.87 Billion
Q4 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 72,432 shares of AOA stock, worth $5.54 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

72,432

Previous 61,235 18.29%

Holding current value

$5.54 Million

Previous $4.83 Million 14.84%

% of portfolio

0.11%

Previous 0.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$76.61 - $79.88 $857,802 - $894,416	11,197 Added 18.29%	72,432 $5.55 Million
Q3 2024 Oct 21, 2024	SELL	$72.11 - $79.05 $384,202 - $421,178	-5,328 Reduced 8.0%	61,235 $4.83 Million
Q2 2024 Aug 02, 2024	BUY	$70.02 - $75.08 $4.66 Million - $5 Million	66,563 New	66,563 $4.98 Million
Q3 2019 Oct 07, 2019	SELL	$52.61 - $55.45 $258,262 - $272,204	-4,909 Closed	0 $0
Q2 2019 Jul 08, 2019	SELL	$52.38 - $55.24 $2,409 - $2,541	-46 Reduced 0.93%	4,909 $272,000
Q1 2019 Apr 08, 2019	BUY	$47.96 - $53.89 $24,747 - $27,807	516 Added 11.62%	4,955 $265,000
Q4 2018 Feb 11, 2019	BUY	$47.04 - $54.74 $208,810 - $242,990	4,439 New	4,439 $231,000

Others Institutions Holding AOA

# of Institutions

371

Shares Held

10.2M

Call Options Held

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

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Foundations Investment Advisors, LLC Ishares Tr Core Aggressive All Transaction History