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

Foundations Investment Advisors, LLC

  • $4.87 Billion
  • Q4 2024

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 1,444,022 shares of IVW stock, worth $147 Million. This represents 3.01% of its overall portfolio holdings.

Number of Shares
1,444,022
Previous 1,429,126 1.04%
Holding current value
$147 Million
Previous $137 Million 7.14%
% of portfolio
3.01%
Previous 3.07%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,003
Shares Held
428M
Call Options Held
183K
Put Options Held
101K
View Full List

About ISHARES S&P 500 GROWTH ETF

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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