Foundations Investment Advisors, LLC Ishares U S ETF Tr Int Rate He Transaction History

Foundations Investment Advisors, LLC

$6.26 Billion
Q3 2025

A detailed history of Foundations Investment Advisors, LLC transactions in Ishares U S ETF Tr Int Rate He stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 57,057 shares of LQDH stock, worth $5.29 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

57,057

Previous 54,378 4.93%

Holding current value

$5.29 Million

Previous $5.02 Million 6.23%

% of portfolio

0.09%

Previous 0.09%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$92.14 - $93.55 $246,843 - $250,620	2,679 Added 4.93%	57,057 $5.34 Million
Q2 2025 Aug 08, 2025	SELL	$88.49 - $92.4 $735,794 - $768,306	-8,315 Reduced 13.26%	54,378 $5.02 Million
Q1 2025 May 07, 2025	BUY	$92.03 - $93.95 $152,033 - $155,205	1,652 Added 2.71%	62,693 $5.78 Million
Q4 2024 Jan 22, 2025	BUY	$92.58 - $93.71 $1.16 Million - $1.18 Million	12,554 Added 25.89%	61,041 $5.66 Million
Q3 2024 Oct 21, 2024	BUY	$90.85 - $93.3 $559,090 - $574,168	6,154 Added 14.54%	48,487 $4.51 Million

Q2 2024 Aug 02, 2024	BUY	$92.93 - $94.21 $3.93 Million - $3.99 Million	42,333 New	42,333 $3.93 Million

Others Institutions Holding LQDH

# of Institutions

115

Shares Held

4.19M

Call Options Held

Put Options Held

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About ISHARES U S ETF TR INT RATE HE

Ticker LQDH
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Foundations Investment Advisors, LLC Ishares U S ETF Tr Int Rate He Transaction History