Foundations Investment Advisors, LLC Ishares Barclays Transaction History

Foundations Investment Advisors, LLC

$5.88 Billion
Q2 2025

A detailed history of Foundations Investment Advisors, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 172,273 shares of IEF stock, worth $16.6 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

172,273

Previous 81,275 111.96%

Holding current value

$16.6 Million

Previous $7.75 Million 112.85%

% of portfolio

0.28%

Previous 0.15%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$93.15 - $96.56 $8.48 Million - $8.79 Million	90,998 Added 111.96%	172,273 $16.5 Million
Q1 2025 May 07, 2025	BUY	$91.17 - $95.39 $3.96 Million - $4.14 Million	43,452 Added 114.88%	81,275 $7.75 Million
Q4 2024 Jan 22, 2025	BUY	$92.08 - $98.18 $481,394 - $513,285	5,228 Added 16.04%	37,823 $3.5 Million
Q3 2024 Oct 21, 2024	BUY	$92.67 - $99.14 $645,261 - $690,311	6,963 Added 27.17%	32,595 $3.2 Million
Q2 2024 Aug 02, 2024	BUY	$91.24 - $94.6 $1.77 Million - $1.84 Million	19,412 Added 312.09%	25,632 $2.4 Million
Q1 2024 May 13, 2024	SELL	$93.54 - $96.82 $56,030 - $57,995	-599 Reduced 8.78%	6,220 $588,000
Q4 2023 Feb 08, 2024	BUY	$88.95 - $97.0 $88,950 - $97,000	1,000 Added 17.19%	6,819 $657,000
Q3 2023 Oct 05, 2023	BUY	$91.32 - $97.13 $327,930 - $348,793	3,591 Added 161.18%	5,819 $532,000
Q2 2023 Jul 19, 2023	SELL	$96.39 - $100.48 $9,157 - $9,545	-95 Reduced 4.09%	2,228 $215,000
Q1 2023 Apr 25, 2023	SELL	$94.41 - $100.02 $276,526 - $292,958	-2,929 Reduced 55.77%	2,323 $230,000
Q4 2022 Jan 11, 2023	SELL	$92.93 - $99.14 $29,737 - $31,724	-320 Reduced 5.74%	5,252 $0
Q3 2022 Oct 19, 2022	BUY	$94.56 - $105.6 $157,631 - $176,035	1,667 Added 42.69%	5,572 $535,000
Q2 2022 Jul 08, 2022	BUY	$98.15 - $106.65 $67,330 - $73,161	686 Added 21.31%	3,905 $401,000
Q1 2022 Apr 19, 2022	SELL	$106.08 - $113.93 $31,187 - $33,495	-294 Reduced 8.37%	3,219 $333,000
Q4 2021 Jan 21, 2022	SELL	$113.55 - $116.36 $12,604 - $12,915	-111 Reduced 3.06%	3,513 $397,000
Q3 2021 Oct 13, 2021	SELL	$114.96 - $118.18 $10,806 - $11,108	-94 Reduced 2.53%	3,624 $417,000
Q2 2021 Jul 14, 2021	BUY	$113.04 - $115.78 $4,182 - $4,283	37 Added 1.01%	3,718 $433,000
Q1 2021 Apr 09, 2021	SELL	$112.93 - $119.98 $4.92 Million - $5.23 Million	-43,571 Reduced 92.21%	3,681 $418,000
Q4 2020 Jan 13, 2021	SELL	$119.27 - $121.81 $1.77 Million - $1.81 Million	-14,834 Reduced 23.89%	47,252 $5.59 Million
Q3 2020 Oct 07, 2020	SELL	$121.18 - $123.06 $2.85 Million - $2.89 Million	-23,515 Reduced 27.47%	62,086 $7.56 Million
Q2 2020 Jul 08, 2020	SELL	$119.77 - $122.41 $118 Million - $121 Million	-987,685 Reduced 92.02%	85,601 $10.4 Million
Q1 2020 Apr 06, 2020	BUY	$110.73 - $121.48 $118 Million - $130 Million	1,069,640 Added 29337.36%	1,073,286 $131 Million
Q4 2019 Jan 09, 2020	SELL	$110.18 - $113.81 $46.3 Million - $47.8 Million	-420,140 Reduced 99.14%	3,646 $406,000
Q3 2019 Oct 07, 2019	SELL	$108.93 - $114.25 $11.8 Million - $12.4 Million	-108,317 Reduced 20.36%	423,786 $48.1 Million
Q2 2019 Jul 08, 2019	BUY	$105.05 - $110.09 $44.2 Million - $46.3 Million	420,808 Added 378.1%	532,103 $58.7 Million
Q1 2019 Apr 08, 2019	BUY	$103.43 - $106.84 $2.02 Million - $2.09 Million	19,543 Added 21.3%	111,295 $11.9 Million
Q4 2018 Feb 11, 2019	BUY	$99.72 - $104.2 $8.46 Million - $8.84 Million	84,875 Added 1234.19%	91,752 $9.55 Million
Q3 2018 Nov 09, 2018	BUY	$100.79 - $102.89 $209,844 - $214,216	2,082 Added 43.42%	6,877 $696,000
Q2 2018 Aug 14, 2018	BUY	$100.36 - $103.12 $481,226 - $494,460	4,795 New	4,795 $492,000

Others Institutions Holding IEF

# of Institutions

1,173

Shares Held

306M

Call Options Held

21.8M

Put Options Held

4.72M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

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 Barclays Transaction History