Foundations Investment Advisors, LLC Ishares Tr Core Conservative A Transaction History

Foundations Investment Advisors, LLC

$4.87 Billion
Q4 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 55,555 shares of AOK stock, worth $2.06 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

55,555

Previous 66,484 16.44%

Holding current value

$2.06 Million

Previous $2.57 Million 19.38%

% of portfolio

0.04%

Previous 0.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$37.3 - $38.64 $407,651 - $422,296	-10,929 Reduced 16.44%	55,555 $2.07 Million
Q3 2024 Oct 21, 2024	BUY	$36.8 - $38.71 $684,848 - $720,393	18,610 Added 38.87%	66,484 $2.57 Million
Q2 2024 Aug 02, 2024	BUY	$35.66 - $37.13 $1.71 Million - $1.78 Million	47,874 New	47,874 $1.77 Million
Q3 2019 Oct 07, 2019	SELL	$35.05 - $35.73 $259,264 - $264,294	-7,397 Closed	0 $0
Q2 2019 Jul 08, 2019	SELL	$34.32 - $35.42 $112,226 - $115,823	-3,270 Reduced 30.66%	7,397 $262,000
Q1 2019 Apr 08, 2019	BUY	$32.65 - $34.52 $78,164 - $82,640	2,394 Added 28.94%	10,667 $368,000
Q4 2018 Feb 11, 2019	SELL	$32.37 - $34.17 $4.32 Million - $4.57 Million	-133,610 Reduced 94.17%	8,273 $279,000
Q3 2018 Nov 09, 2018	BUY	$33.73 - $34.38 $486,116 - $495,484	14,412 Added 11.31%	141,883 $4.85 Million
Q2 2018 Aug 14, 2018	BUY	$33.85 - $34.34 $4.31 Million - $4.38 Million	127,471 New	127,471 $4.33 Million

Others Institutions Holding AOK

# of Institutions

185

Shares Held

7.48M

Call Options Held

Put Options Held

View Full List

About ISHARES TR CORE CONSERVATIVE A

Ticker AOK
Sector ETFs
Industry ETFs

More about AOK

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 Conservative A Transaction History