Foundations Investment Advisors, LLC Ishares Tr Transaction History

Foundations Investment Advisors, LLC

  • $4.87 Billion
  • Q4 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 27,123 shares of IDV stock, worth $769,479. This represents 0.02% of its overall portfolio holdings.

Number of Shares
27,123
Previous 27,050 0.27%
Holding current value
$769,479
Previous $817,000 9.18%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jan 22, 2025
BUY
$27.03 - $29.92 $1,973 - $2,184
73 Added 0.27%
27,123 $742,000
Q3 2024

Oct 21, 2024
BUY
$27.62 - $30.64 $26,377 - $29,261
955 Added 3.66%
27,050 $817,000
Q2 2024

Aug 02, 2024
BUY
$26.94 - $30.1 $646 - $722
24 Added 0.09%
26,095 $722,000
Q1 2024

May 13, 2024
SELL
$26.95 - $28.13 $512 - $534
-19 Reduced 0.07%
26,071 $731,000
Q4 2023

Feb 08, 2024
SELL
$24.46 - $28.13 $538 - $618
-22 Reduced 0.08%
26,090 $730,000
Q2 2023

Jul 19, 2023
BUY
$25.86 - $28.52 $162,245 - $178,934
6,274 Added 31.63%
26,112 $687,000
Q3 2022

Oct 19, 2022
BUY
$22.53 - $28.47 $446,950 - $564,787
19,838 New
19,838 $447,000

Others Institutions Holding IDV

# of Institutions
477
Shares Held
77M
Call Options Held
92.6K
Put Options Held
28.2K
View Full List

About ISHARES TR

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