Foundations Investment Advisors, LLC Ishares Tr Fltg Rate Nt ETF Transaction History

Foundations Investment Advisors, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 08, 2024	BUY	$50.48 - $50.89 $53,054 - $53,485	1,051 Added 14.2%	8,451 $427,000
Q3 2023 Oct 05, 2023	BUY	$50.56 - $50.89 $19,667 - $19,796	389 Added 5.55%	7,400 $376,000
Q2 2023 Jul 19, 2023	SELL	$50.19 - $50.83 $97,770 - $99,016	-1,948 Reduced 21.74%	7,011 $356,000
Q1 2023 Apr 25, 2023	BUY	$49.51 - $50.8 $186,553 - $191,414	3,768 Added 72.59%	8,959 $451,000
Q4 2022 Jan 11, 2023	SELL	$50.07 - $50.42 $91,027 - $91,663	-1,818 Reduced 25.94%	5,191 $0

Q3 2022 Oct 19, 2022	SELL	N/A	-7,786 Reduced 52.63%	7,009 $352,000
Q2 2022 Jul 08, 2022	SELL	N/A	-615 Reduced 3.99%	14,795 $738,000
Q1 2022 Apr 19, 2022	BUY	N/A	9,633 Added 166.75%	15,410 $779,000
Q4 2021 Jan 21, 2022	BUY	N/A	5,777 New	5,777 $293,000

634

97.6M

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