Foundations Investment Advisors, LLC Ishares Tr Core Growth Allocat Transaction History

Foundations Investment Advisors, LLC

$4.87 Billion
Q4 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 235,772 shares of AOR stock, worth $14 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

235,772

Previous 204,307 15.4%

Holding current value

$14 Million

Previous $12.1 Million 11.66%

% of portfolio

0.28%

Previous 0.27%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$57.32 - $59.66 $1.8 Million - $1.88 Million	31,465 Added 15.4%	235,772 $13.5 Million
Q3 2024 Oct 21, 2024	BUY	$55.15 - $59.31 $1.34 Million - $1.44 Million	24,354 Added 13.53%	204,307 $12.1 Million
Q2 2024 Aug 02, 2024	BUY	$53.33 - $56.61 $8.98 Million - $9.53 Million	168,375 Added 1454.27%	179,953 $10.1 Million
Q1 2024 May 13, 2024	BUY	$52.25 - $55.68 $338,684 - $360,917	6,482 Added 127.2%	11,578 $644,000
Q4 2023 Feb 08, 2024	BUY	$47.73 - $53.4 $39,950 - $44,695	837 Added 19.65%	5,096 $271,000
Q3 2023 Oct 05, 2023	BUY	$49.22 - $52.2 $209,627 - $222,319	4,259 New	4,259 $210,000
Q3 2019 Oct 07, 2019	SELL	$45.85 - $46.22 $454,098 - $457,762	-9,904 Closed	0 $0
Q2 2019 Jul 08, 2019	SELL	N/A	-3,070 Reduced 23.66%	9,904 $457,000
Q1 2019 Apr 08, 2019	BUY	N/A	1,081 Added 9.09%	12,974 $580,000
Q4 2018 Feb 11, 2019	BUY	N/A	5,677 Added 91.33%	11,893 $519,000
Q3 2018 Nov 09, 2018	BUY	N/A	6,216 New	6,216 $281,000

Others Institutions Holding AOR

# of Institutions

386

Shares Held

19.7M

Call Options Held

Put Options Held

View Full List

About ISHARES TR CORE GROWTH ALLOCAT

Ticker AOR
Sector ETFs
Industry ETFs

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Foundations Investment Advisors, LLC Ishares Tr Core Growth Allocat Transaction History