Foundations Investment Advisors, LLC Ishares Tr Transaction History

Foundations Investment Advisors, LLC

  • $4.87 Billion
  • Q4 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 14,943 shares of IYR stock, worth $1.43 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
14,943
Previous 6,879 117.23%
Holding current value
$1.43 Million
Previous $700,000 98.57%
% of portfolio
0.03%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$90.74 - $102.87 $731,727 - $829,543
8,064 Added 117.23%
14,943 $1.39 Million
Q3 2024

Oct 21, 2024
BUY
$86.93 - $103.61 $597,991 - $712,733
6,879 New
6,879 $700,000
Q3 2021

Oct 13, 2021
SELL
$102.34 - $111.27 $25.5 Million - $27.7 Million
-249,323 Closed
0 $0
Q2 2021

Jul 14, 2021
BUY
$93.58 - $104.97 $4.34 Million - $4.87 Million
46,388 Added 22.86%
249,323 $26.3 Million
Q1 2021

Apr 09, 2021
BUY
$82.27 - $92.74 $2.29 Million - $2.58 Million
27,871 Added 15.92%
202,935 $19.1 Million
Q4 2020

Jan 13, 2021
BUY
$76.87 - $86.71 $13.5 Million - $15.2 Million
175,064 New
175,064 $14.6 Million
Q1 2020

Apr 06, 2020
SELL
$57.84 - $100.28 $683,090 - $1.18 Million
-11,810 Closed
0 $0
Q4 2019

Jan 09, 2020
BUY
$89.52 - $95.36 $94,801 - $100,986
1,059 Added 9.85%
11,810 $1.1 Million
Q3 2019

Oct 07, 2019
BUY
$91.54 - $93.76 $451,932 - $462,893
4,937 Added 84.92%
10,751 $1 Million
Q2 2019

Jul 08, 2019
SELL
N/A
-541,456 Reduced 98.94%
5,814 $524,000
Q1 2019

Apr 08, 2019
BUY
N/A
52,577 Added 10.63%
547,270 $47.6 Million
Q4 2018

Feb 11, 2019
BUY
N/A
494,693 New
494,693 $41.6 Million

Others Institutions Holding IYR

# of Institutions
608
Shares Held
59.3M
Call Options Held
9.67M
Put Options Held
14.2M
View Full List

About ISHARES TR

IYR Quotes by TradingView
  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
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