Foundations Investment Advisors, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Foundations Investment Advisors, LLC

$5.1 Billion
Q1 2025

A detailed history of Foundations Investment Advisors, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 1,755 shares of IEI stock, worth $206,352. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,755

Previous 1,937 9.4%

Holding current value

$206,352

Previous $223,000 7.17%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	SELL	$114.57 - $118.14 $20,851 - $21,501	-182 Reduced 9.4%	1,755 $207,000
Q4 2024 Jan 22, 2025	SELL	$115.08 - $119.55 $18,873 - $19,606	-164 Reduced 7.81%	1,937 $223,000
Q3 2024 Oct 21, 2024	SELL	$114.73 - $120.23 $11,702 - $12,263	-102 Reduced 4.63%	2,101 $251,000
Q2 2024 Aug 02, 2024	BUY	$113.43 - $115.88 $18,148 - $18,540	160 Added 7.83%	2,203 $254,000
Q1 2024 May 13, 2024	SELL	$114.97 - $117.54 $5,058 - $5,171	-44 Reduced 2.11%	2,043 $236,000
Q4 2023 Feb 08, 2024	SELL	$111.61 - $117.37 $1.2 Million - $1.26 Million	-10,734 Reduced 83.72%	2,087 $244,000
Q3 2023 Oct 05, 2023	BUY	$112.76 - $116.14 $208,606 - $214,859	1,850 Added 16.86%	12,821 $1.45 Million
Q2 2023 Jul 19, 2023	BUY	$115.23 - $119.04 $672,712 - $694,955	5,838 Added 113.73%	10,971 $1.26 Million
Q1 2023 Apr 25, 2023	BUY	$113.55 - $118.41 $366,766 - $382,464	3,230 Added 169.73%	5,133 $603,000
Q4 2022 Jan 11, 2023	SELL	$112.33 - $116.76 $1.34 Million - $1.39 Million	-11,885 Reduced 86.2%	1,903 $0
Q3 2022 Oct 19, 2022	SELL	$113.35 - $121.3 $38,539 - $41,242	-340 Reduced 2.41%	13,788 $1.58 Million
Q2 2022 Jul 08, 2022	BUY	$116.23 - $121.42 $1.64 Million - $1.72 Million	14,128 New	14,128 $1.69 Million

Others Institutions Holding IEI

# of Institutions

860

Shares Held

113M

Call Options Held

2.34M

Put Options Held

666K

View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

Ticker IEI
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Foundations Investment Advisors, LLC Ishares Barclays 3 7 Yr Treas Transaction History