Foundations Investment Advisors, LLC Ishares S&P 500 Growth 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 Growth ETF stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 1,887,453 shares of IVW stock, worth $228 Million. This represents 3.64% of its overall portfolio holdings.

Number of Shares

1,887,453

Previous 1,829,233 3.18%

Holding current value

$228 Million

Previous $201 Million 13.14%

% of portfolio

3.64%

Previous 3.43%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$108.97 - $121.65 $6.34 Million - $7.08 Million	58,220 Added 3.18%	1,887,453 $228 Million
Q2 2025 Aug 08, 2025	BUY	$82.96 - $110.1 $17.7 Million - $23.5 Million	213,178 Added 13.19%	1,829,233 $201 Million
Q1 2025 May 07, 2025	BUY	$92.45 - $106.69 $15.9 Million - $18.4 Million	172,033 Added 11.91%	1,616,055 $150 Million
Q4 2024 Jan 22, 2025	BUY	$94.43 - $105.47 $1.41 Million - $1.57 Million	14,896 Added 1.04%	1,444,022 $147 Million
Q3 2024 Oct 21, 2024	BUY	$84.77 - $97.13 $15.3 Million - $17.5 Million	180,235 Added 14.43%	1,429,126 $137 Million

Q2 2024 Aug 02, 2024	BUY	$79.31 - $93.31 $18.1 Million - $21.3 Million	228,542 Added 22.4%	1,248,891 $116 Million
Q1 2024 May 13, 2024	BUY	$72.87 - $85.14 $25.1 Million - $29.3 Million	344,329 Added 50.93%	1,020,349 $86.2 Million
Q4 2023 Feb 08, 2024	BUY	$65.78 - $75.4 $3.87 Million - $4.43 Million	58,816 Added 9.53%	676,020 $50.8 Million
Q3 2023 Oct 05, 2023	BUY	$68.05 - $72.66 $41.7 Million - $44.5 Million	612,623 Added 13373.13%	617,204 $42.2 Million
Q2 2023 Jul 19, 2023	BUY	$63.21 - $70.48 $25,410 - $28,332	402 Added 9.62%	4,581 $322,000
Q1 2023 Apr 25, 2023	BUY	$57.25 - $63.89 $36,582 - $40,825	639 Added 18.05%	4,179 $266,000
Q4 2022 Jan 11, 2023	SELL	$56.73 - $63.56 $7,545 - $8,453	-133 Reduced 3.62%	3,540 $0
Q3 2022 Oct 19, 2022	BUY	$57.85 - $71.43 $212,483 - $262,362	3,673 New	3,673 $212,000
Q1 2022 Apr 19, 2022	SELL	$68.33 - $84.32 $180,732 - $223,026	-2,645 Closed	0 $0
Q4 2021 Jan 21, 2022	BUY	$73.18 - $84.81 $193,561 - $224,322	2,645 New	2,645 $215,000
Q1 2020 Apr 06, 2020	SELL	$36.14 - $52.65 $51,463 - $74,973	-1,424 Closed	0 $0
Q4 2019 Jan 09, 2020	BUY	$43.72 - $48.62 $393 - $437	9 Added 0.64%	1,424 $279,000
Q3 2019 Oct 07, 2019	BUY	$43.49 - $46.27 $61,538 - $65,472	1,415 New	1,415 $250,000
Q1 2019 Apr 08, 2019	SELL	$36.63 - $43.33 $121,465 - $143,682	-3,316 Closed	0 $0
Q4 2018 Feb 11, 2019	BUY	$35.15 - $44.43 $116,557 - $147,329	3,316 New	3,316 $544,000

Others Institutions Holding IVW

# of Institutions

2,184

Shares Held

421M

Call Options Held

212K

Put Options Held

158K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

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