Foundations Investment Advisors, LLC Ishares S&P 500 Value ETF Transaction History

Foundations Investment Advisors, LLC

$6.26 Billion
Q3 2025

A detailed history of Foundations Investment Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 724,597 shares of IVE stock, worth $152 Million. This represents 2.39% of its overall portfolio holdings.

Number of Shares

724,597

Previous 653,970 10.8%

Holding current value

$152 Million

Previous $128 Million 17.09%

% of portfolio

2.39%

Previous 2.18%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$194.44 - $206.51 $13.7 Million - $14.6 Million	70,627 Added 10.8%	724,597 $150 Million
Q2 2025 Aug 08, 2025	BUY	$168.34 - $195.42 $17.4 Million - $20.2 Million	103,436 Added 18.79%	653,970 $128 Million
Q1 2025 May 07, 2025	BUY	$185.78 - $198.58 $10.6 Million - $11.4 Million	57,218 Added 11.6%	550,534 $105 Million
Q4 2024 Jan 22, 2025	BUY	$189.5 - $206.17 $9.86 Million - $10.7 Million	52,024 Added 11.79%	493,316 $94.2 Million
Q3 2024 Oct 21, 2024	BUY	$181.06 - $197.17 $5.9 Million - $6.42 Million	32,584 Added 7.97%	441,292 $87 Million

Q2 2024 Aug 02, 2024	BUY	$176.58 - $186.7 $8.85 Million - $9.36 Million	50,144 Added 13.98%	408,708 $74.4 Million
Q1 2024 May 13, 2024	BUY	$171.09 - $186.81 $4.41 Million - $4.82 Million	25,780 Added 7.75%	358,564 $67 Million
Q4 2023 Feb 08, 2024	BUY	$147.64 - $174.21 $28.4 Million - $33.5 Million	192,242 Added 136.79%	332,784 $57.9 Million
Q3 2023 Oct 05, 2023	BUY	$153.33 - $166.75 $21.5 Million - $23.4 Million	140,542 New	140,542 $21.6 Million
Q1 2020 Apr 06, 2020	SELL	$82.97 - $131.79 $181,040 - $287,565	-2,182 Closed	0 $0
Q4 2019 Jan 09, 2020	BUY	$115.41 - $130.26 $1,384 - $1,563	12 Added 0.55%	2,182 $283,000
Q3 2019 Oct 07, 2019	BUY	$112.0 - $120.88 $243,040 - $262,309	2,170 New	2,170 $252,000

Others Institutions Holding IVE

# of Institutions

1,765

Shares Held

168M

Call Options Held

67.9K

Put Options Held

38.7K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Foundations Investment Advisors, LLC Ishares S&P 500 Value ETF Transaction History