Foundations Investment Advisors, LLC Ishares Tr Dow Jones Us Medica Transaction History

Foundations Investment Advisors, LLC

$4.87 Billion
Q4 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Ishares Tr Dow Jones Us Medica stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 5,972 shares of IHI stock, worth $378,983. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,972

Previous 4,348 37.35%

Holding current value

$378,983

Previous $257,000 35.41%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$57.38 - $61.11 $93,185 - $99,242	1,624 Added 37.35%	5,972 $348,000
Q3 2024 Oct 21, 2024	SELL	$54.38 - $59.77 $21,915 - $24,087	-403 Reduced 8.48%	4,348 $257,000
Q2 2024 Aug 02, 2024	SELL	$54.36 - $57.86 $623,617 - $663,769	-11,472 Reduced 70.71%	4,751 $266,000
Q1 2024 May 13, 2024	BUY	$52.72 - $58.68 $630,214 - $701,460	11,954 Added 280.02%	16,223 $950,000
Q4 2023 Feb 08, 2024	SELL	$44.46 - $54.12 $5,646 - $6,873	-127 Reduced 2.89%	4,269 $230,000
Q3 2023 Oct 05, 2023	SELL	$48.19 - $57.76 $33,636 - $40,316	-698 Reduced 13.7%	4,396 $213,000
Q2 2023 Jul 19, 2023	BUY	$52.68 - $57.17 $48,044 - $52,139	912 Added 21.81%	5,094 $287,000
Q1 2023 Apr 25, 2023	SELL	$50.46 - $56.06 $41,225 - $45,801	-817 Reduced 16.34%	4,182 $225,000
Q4 2022 Jan 11, 2023	SELL	$47.29 - $54.28 $51,120 - $58,676	-1,081 Reduced 17.78%	4,999 $0
Q3 2022 Oct 19, 2022	SELL	$47.07 - $55.56 $84,773 - $100,063	-1,801 Reduced 22.85%	6,080 $287,000
Q2 2022 Jul 08, 2022	BUY	$47.65 - $62.2 $375,529 - $490,198	7,881 New	7,881 $405,000
Q2 2021 Jul 14, 2021	SELL	$55.06 - $60.62 $172,888 - $190,346	-3,140 Closed	0 $0
Q1 2021 Apr 09, 2021	BUY	$52.97 - $58.45 $86,870 - $95,858	1,640 Added 109.33%	3,140 $1.05 Million
Q4 2020 Jan 13, 2021	BUY	$49.24 - $54.55 $73,860 - $81,825	1,500 New	1,500 $510,000

Others Institutions Holding IHI

# of Institutions

639

Shares Held

30.6M

Call Options Held

365K

Put Options Held

783K

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About ISHARES TR DOW JONES US MEDICA

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Foundations Investment Advisors, LLC Ishares Tr Dow Jones Us Medica Transaction History