Foundations Investment Advisors, LLC Ishares S&P Small Cap 600 Grow Transaction History

Foundations Investment Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$108.87 - $133.04 $12,520 - $15,299	115 Added 5.4%	2,246 $298,000
Q1 2025 May 07, 2025	SELL	$121.0 - $142.28 $22,385 - $26,321	-185 Reduced 7.99%	2,131 $265,000
Q4 2024 Jan 22, 2025	SELL	$134.53 - $150.65 $1.3 Million - $1.45 Million	-9,653 Reduced 80.65%	2,316 $313,000
Q3 2024 Oct 21, 2024	BUY	$127.29 - $141.5 $260,562 - $289,650	2,047 Added 20.63%	11,969 $1.67 Million
Q2 2024 Aug 02, 2024	BUY	$121.57 - $132.2 $965,752 - $1.05 Million	7,944 Added 401.62%	9,922 $1.27 Million

Q1 2024 May 13, 2024	SELL	$119.97 - $130.73 $4,198 - $4,575	-35 Reduced 1.74%	1,978 $258,000
Q4 2023 Feb 08, 2024	BUY	$103.08 - $127.26 $207,500 - $256,174	2,013 New	2,013 $251,000

823

27.3M

8.2K

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

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