Foundations Investment Advisors, LLC Ishares Tr Core Aggressive All Transaction History

Foundations Investment Advisors, LLC

$5.1 Billion
Q1 2025

A detailed history of Foundations Investment Advisors, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 87,193 shares of AOA stock, worth $6.99 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

87,193

Previous 72,432 20.38%

Holding current value

$6.99 Million

Previous $5.55 Million 20.2%

% of portfolio

0.13%

Previous 0.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$75.7 - $80.01 $1.12 Million - $1.18 Million	14,761 Added 20.38%	87,193 $6.67 Million
Q4 2024 Jan 22, 2025	BUY	$76.61 - $79.88 $857,802 - $894,416	11,197 Added 18.29%	72,432 $5.55 Million
Q3 2024 Oct 21, 2024	SELL	$72.11 - $79.05 $384,202 - $421,178	-5,328 Reduced 8.0%	61,235 $4.83 Million
Q2 2024 Aug 02, 2024	BUY	$70.02 - $75.08 $4.66 Million - $5 Million	66,563 New	66,563 $4.98 Million
Q3 2019 Oct 07, 2019	SELL	$52.61 - $55.45 $258,262 - $272,204	-4,909 Closed	0 $0
Q2 2019 Jul 08, 2019	SELL	$52.38 - $55.24 $2,409 - $2,541	-46 Reduced 0.93%	4,909 $272,000
Q1 2019 Apr 08, 2019	BUY	$47.96 - $53.89 $24,747 - $27,807	516 Added 11.62%	4,955 $265,000
Q4 2018 Feb 11, 2019	BUY	$47.04 - $54.74 $208,810 - $242,990	4,439 New	4,439 $231,000

Others Institutions Holding AOA

# of Institutions

372

Shares Held

8.98M

Call Options Held

Put Options Held

View Full List

About ISHARES TR CORE AGGRESSIVE ALL

Ticker AOA
Sector ETFs
Industry ETFs

More about AOA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.

Account

Foundations Investment Advisors, LLC Ishares Tr Core Aggressive All Transaction History