Foundations Investment Advisors, LLC Ishares Tr Transaction History

Foundations Investment Advisors, LLC

$4.46 Billion
Q3 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 11,362 shares of IEFA stock, worth $798,634. This represents 0.02% of its overall portfolio holdings.

Number of Shares

11,362

Previous 8,161 39.22%

Holding current value

$798,634

Previous $592,000 49.66%

% of portfolio

0.02%

Previous 0.02%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$70.09 - $78.74 $224,358 - $252,046	3,201 Added 39.22%	11,362 $886,000
Q2 2024 Aug 02, 2024	SELL	$70.77 - $76.19 $29,652 - $31,923	-419 Reduced 4.88%	8,161 $592,000
Q1 2024 May 13, 2024	SELL	$68.14 - $74.43 $84,698 - $92,516	-1,243 Reduced 12.65%	8,580 $636,000
Q4 2023 Feb 08, 2024	BUY	$61.3 - $70.47 $163,854 - $188,366	2,673 Added 37.38%	9,823 $691,000
Q3 2023 Oct 05, 2023	SELL	$64.04 - $69.58 $15,625 - $16,977	-244 Reduced 3.3%	7,150 $460,000
Q2 2023 Jul 19, 2023	BUY	$66.03 - $69.1 $191,487 - $200,389	2,900 Added 64.53%	7,394 $499,000
Q1 2023 Apr 25, 2023	SELL	$62.17 - $67.7 $11,874 - $12,930	-191 Reduced 4.08%	4,494 $300,000
Q4 2022 Jan 11, 2023	BUY	$52.35 - $63.65 $157 - $190	3 Added 0.06%	4,685 $0
Q3 2022 Oct 19, 2022	BUY	$52.32 - $63.1 $244,962 - $295,434	4,682 New	4,682 $247,000
Q1 2021 Apr 09, 2021	SELL	$68.58 - $73.12 $235,503 - $251,094	-3,434 Closed	0 $0
Q4 2020 Jan 13, 2021	BUY	$58.13 - $69.71 $199,618 - $239,384	3,434 New	3,434 $246,000
Q4 2018 Feb 11, 2019	SELL	$53.06 - $64.19 $1.63 Million - $1.97 Million	-30,688 Closed	0 $0
Q3 2018 Nov 09, 2018	BUY	$61.82 - $65.16 $1.9 Million - $2 Million	30,688 New	30,688 $1.97 Million

Others Institutions Holding IEFA

# of Institutions

2,003

Shares Held

1.43B

Call Options Held

164K

Put Options Held

52.1K

View Full List

About ISHARES TR

Ticker IEFA
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Foundations Investment Advisors, LLC Ishares Tr Transaction History