Foundations Investment Advisors, LLC Ishares Tr Fltg Rate Nt ETF Transaction History

Foundations Investment Advisors, LLC

  • $4.87 Billion
  • Q4 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Ishares Tr Fltg Rate Nt ETF stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 22,567 shares of FLOT stock, worth $1.15 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
22,567
Previous 12,749 77.01%
Holding current value
$1.15 Million
Previous $650,000 76.62%
% of portfolio
0.02%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$50.73 - $51.08 $498,067 - $501,503
9,818 Added 77.01%
22,567 $1.15 Million
Q3 2024

Oct 21, 2024
BUY
$50.63 - $51.11 $645,481 - $651,601
12,749 New
12,749 $650,000
Q4 2023

Feb 08, 2024
BUY
$50.48 - $50.89 $53,054 - $53,485
1,051 Added 14.2%
8,451 $427,000
Q3 2023

Oct 05, 2023
BUY
$50.56 - $50.89 $19,667 - $19,796
389 Added 5.55%
7,400 $376,000
Q2 2023

Jul 19, 2023
SELL
$50.19 - $50.83 $97,770 - $99,016
-1,948 Reduced 21.74%
7,011 $356,000
Q1 2023

Apr 25, 2023
BUY
$49.51 - $50.8 $186,553 - $191,414
3,768 Added 72.59%
8,959 $451,000
Q4 2022

Jan 11, 2023
SELL
$50.02 - $50.42 $90,936 - $91,663
-1,818 Reduced 25.94%
5,191 $0
Q3 2022

Oct 19, 2022
SELL
$49.85 - $50.45 $388,132 - $392,803
-7,786 Reduced 52.63%
7,009 $352,000
Q2 2022

Jul 08, 2022
SELL
$49.77 - $50.57 $30,608 - $31,100
-615 Reduced 3.99%
14,795 $738,000
Q1 2022

Apr 19, 2022
BUY
$50.35 - $50.74 $485,021 - $488,778
9,633 Added 166.75%
15,410 $779,000
Q4 2021

Jan 21, 2022
BUY
$50.63 - $50.81 $292,489 - $293,529
5,777 New
5,777 $293,000

Others Institutions Holding FLOT

# of Institutions
707
Shares Held
140M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR FLTG RATE NT ETF

FLOT Quotes by TradingView
  • Ticker FLOT
  • Sector ETFs
  • Industry ETFs
More about FLOT
Track This Portfolio

Track Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email