Foundations Investment Advisors, LLC Ishares Russell 2000 Gwt ETF Transaction History

Foundations Investment Advisors, LLC

$4.87 Billion
Q4 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 20,956 shares of IWO stock, worth $6.19 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

20,956

Previous 1,419 1376.81%

Holding current value

$6.19 Million

Previous $402,000 1400.25%

% of portfolio

0.12%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$278.19 - $315.36 $5.43 Million - $6.16 Million	19,537 Added 1376.81%	20,956 $6.03 Million
Q3 2024 Oct 21, 2024	SELL	$256.4 - $289.78 $2.35 Million - $2.66 Million	-9,176 Reduced 86.61%	1,419 $402,000
Q2 2024 Aug 02, 2024	BUY	$245.29 - $268.7 $90,757 - $99,419	370 Added 3.62%	10,595 $2.78 Million
Q1 2024 May 13, 2024	BUY	$239.5 - $270.8 $968,298 - $1.09 Million	4,043 Added 65.4%	10,225 $2.77 Million
Q4 2023 Feb 08, 2024	BUY	$204.07 - $257.57 $1 Million - $1.26 Million	4,909 Added 385.62%	6,182 $1.56 Million
Q3 2023 Oct 05, 2023	BUY	$221.24 - $254.04 $281,638 - $323,392	1,273 New	1,273 $285,000
Q2 2019 Jul 08, 2019	SELL	$187.22 - $206.14 $14.4 Million - $15.8 Million	-76,671 Closed	0 $0
Q1 2019 Apr 08, 2019	BUY	$164.26 - $202.05 $12.6 Million - $15.5 Million	76,671 New	76,671 $15.1 Million

Others Institutions Holding IWO

# of Institutions

1,158

Shares Held

35.3M

Call Options Held

182K

Put Options Held

65.2K

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About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
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Foundations Investment Advisors, LLC Ishares Russell 2000 Gwt ETF Transaction History