Foundations Investment Advisors, LLC Ishares Trust Ishares 1 5 Year Transaction History

Foundations Investment Advisors, LLC

$4.46 Billion
Q3 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 4,769 shares of IGSB stock, worth $247,129. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,769

Previous 4,503 5.91%

Holding current value

$247,129

Previous $230,000 9.13%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$51.02 - $52.74 $13,571 - $14,028	266 Added 5.91%	4,769 $251,000
Q2 2024 Aug 02, 2024	BUY	$50.64 - $51.3 $228,031 - $231,003	4,503 New	4,503 $230,000
Q4 2023 Feb 08, 2024	SELL	$49.4 - $51.28 $126,464 - $131,276	-2,560 Reduced 36.29%	4,494 $230,000
Q3 2023 Oct 05, 2023	SELL	$49.74 - $50.37 $8,903 - $9,016	-179 Reduced 2.47%	7,054 $351,000
Q2 2023 Jul 19, 2023	SELL	$50.02 - $50.76 $826,230 - $838,453	-16,518 Reduced 69.55%	7,233 $362,000
Q1 2023 Apr 25, 2023	BUY	$49.56 - $50.75 $1.18 Million - $1.21 Million	23,751 New	23,751 $1.2 Million
Q1 2022 Apr 19, 2022	SELL	$51.49 - $53.86 $1.14 Million - $1.2 Million	-22,188 Closed	0 $0
Q4 2021 Jan 21, 2022	SELL	$53.82 - $54.66 $1.54 Million - $1.57 Million	-28,696 Reduced 56.39%	22,188 $1.19 Million
Q3 2021 Oct 13, 2021	SELL	$54.6 - $54.92 $4.45 Million - $4.47 Million	-81,420 Reduced 61.54%	50,884 $2.78 Million
Q2 2021 Jul 14, 2021	BUY	$54.57 - $54.92 $1.86 Million - $1.88 Million	34,145 Added 34.79%	132,304 $7.25 Million
Q1 2021 Apr 09, 2021	BUY	$54.5 - $55.17 $2.76 Million - $2.79 Million	50,601 Added 106.4%	98,159 $5.37 Million
Q4 2020 Jan 13, 2021	BUY	$54.79 - $55.17 $775,223 - $780,600	14,149 Added 42.35%	47,558 $2.62 Million
Q3 2020 Oct 07, 2020	BUY	$54.69 - $55.09 $919,557 - $926,283	16,814 Added 101.32%	33,409 $1.83 Million
Q2 2020 Jul 08, 2020	BUY	$51.96 - $54.73 $862,276 - $908,244	16,595 New	16,595 $909,000

Others Institutions Holding IGSB

# of Institutions

974

Shares Held

315M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES 1-5 YEAR

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Foundations Investment Advisors, LLC Ishares Trust Ishares 1 5 Year Transaction History