Foundations Investment Advisors, LLC Ishares Tr Russell 200 Growth Transaction History

Foundations Investment Advisors, LLC

$4.87 Billion
Q4 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 21,851 shares of IWY stock, worth $4.6 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

21,851

Previous 13,556 61.19%

Holding current value

$4.6 Million

Previous $2.98 Million 72.37%

% of portfolio

0.11%

Previous 0.07%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$216.72 - $244.71 $1.8 Million - $2.03 Million	8,295 Added 61.19%	21,851 $5.14 Million
Q3 2024 Oct 21, 2024	BUY	$194.66 - $225.97 $661,454 - $767,846	3,398 Added 33.45%	13,556 $2.98 Million
Q2 2024 Aug 02, 2024	SELL	$183.56 - $216.15 $846,395 - $996,667	-4,611 Reduced 31.22%	10,158 $2.18 Million
Q1 2024 May 13, 2024	SELL	$170.38 - $196.82 $88,938 - $102,740	-522 Reduced 3.41%	14,769 $2.88 Million
Q4 2023 Feb 08, 2024	SELL	$149.01 - $175.92 $1.71 Million - $2.02 Million	-11,457 Reduced 42.83%	15,291 $2.68 Million
Q3 2023 Oct 05, 2023	BUY	$152.69 - $164.44 $84,895 - $91,428	556 Added 2.12%	26,748 $4.11 Million
Q2 2023 Jul 19, 2023	BUY	$136.24 - $158.56 $1.56 Million - $1.81 Million	11,437 Added 77.51%	26,192 $4.15 Million
Q1 2023 Apr 25, 2023	SELL	$117.74 - $138.93 $29,199 - $34,454	-248 Reduced 1.65%	14,755 $2.05 Million
Q4 2022 Jan 11, 2023	BUY	$117.55 - $131.34 $1.44 Million - $1.61 Million	12,245 Added 443.98%	15,003 $0
Q3 2022 Oct 19, 2022	SELL	$119.49 - $146.95 $41,582 - $51,138	-348 Reduced 11.2%	2,758 $330,000
Q2 2022 Jul 08, 2022	SELL	$120.18 - $161.96 $7,330 - $9,879	-61 Reduced 1.93%	3,106 $400,000
Q1 2022 Apr 19, 2022	BUY	$141.01 - $175.1 $5,217 - $6,478	37 Added 1.18%	3,167 $472,000
Q4 2021 Jan 21, 2022	SELL	$150.99 - $175.61 $63,868 - $74,283	-423 Reduced 11.91%	3,130 $527,000
Q3 2021 Oct 13, 2021	SELL	$151.1 - $163.27 $157,597 - $170,290	-1,043 Reduced 22.69%	3,553 $544,000
Q2 2021 Jul 14, 2021	BUY	$136.12 - $150.82 $625,607 - $693,168	4,596 New	4,596 $711,000

Others Institutions Holding IWY

# of Institutions

616

Shares Held

57.8M

Call Options Held

3.4K

Put Options Held

2.2K

View Full List

About ISHARES TR RUSSELL 200 GROWTH

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Foundations Investment Advisors, LLC Ishares Tr Russell 200 Growth Transaction History