Foundations Investment Advisors, LLC Ishares Expanded Tech Software Transaction History

Foundations Investment Advisors, LLC

$4.87 Billion
Q4 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Ishares Expanded Tech Software stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 12,465 shares of IGV stock, worth $1.2 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

12,465

Previous 5,801 114.88%

Holding current value

$1.2 Million

Previous $518,000 140.73%

% of portfolio

0.03%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$87.5 - $110.17 $583,100 - $734,172	6,664 Added 114.88%	12,465 $1.25 Million
Q3 2024 Oct 21, 2024	BUY	$77.94 - $89.37 $17,224 - $19,750	221 Added 3.96%	5,801 $518,000
Q2 2024 Aug 02, 2024	SELL	$77.36 - $86.9 $683,785 - $768,109	-8,839 Reduced 61.3%	5,580 $484,000
Q1 2024 May 13, 2024	BUY	$83.56 - $442.01 $1.11 Million - $5.88 Million	13,308 Added 1197.84%	14,419 $1.23 Million
Q4 2023 Feb 08, 2024	BUY	$329.19 - $408.79 $27,981 - $34,747	85 Added 8.28%	1,111 $450,000
Q3 2023 Oct 05, 2023	BUY	$334.35 - $367.01 $37,781 - $41,472	113 Added 12.38%	1,026 $350,000
Q2 2023 Jul 19, 2023	SELL	$287.57 - $349.4 $287 - $349	-1 Reduced 0.11%	913 $315,000
Q1 2023 Apr 25, 2023	BUY	$249.85 - $304.7 $228,362 - $278,495	914 New	914 $278,000

Others Institutions Holding IGV

# of Institutions

703

Shares Held

55.3M

Call Options Held

8.71M

Put Options Held

3.48M

View Full List

About ISHARES EXPANDED TECH-SOFTWARE

Ticker IGV
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Foundations Investment Advisors, LLC Ishares Expanded Tech Software Transaction History