Foundations Investment Advisors, LLC Ishares S&P Midcap 400 Growth Transaction History

Foundations Investment Advisors, LLC

$4.87 Billion
Q4 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 2,952 shares of IJK stock, worth $277,458. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,952

Previous 9,725 69.65%

Holding current value

$277,458

Previous $894,000 70.02%

% of portfolio

0.01%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$90.66 - $99.46 $614,040 - $673,642	-6,773 Reduced 69.65%	2,952 $268,000
Q3 2024 Oct 21, 2024	BUY	$84.81 - $93.54 $626,067 - $690,512	7,382 Added 315.07%	9,725 $894,000
Q2 2024 Aug 02, 2024	SELL	$84.85 - $91.12 $41,237 - $44,284	-486 Reduced 17.18%	2,343 $206,000
Q1 2024 May 13, 2024	BUY	$76.81 - $91.25 $217,295 - $258,146	2,829 New	2,829 $258,000
Q3 2023 Oct 05, 2023	SELL	$71.48 - $77.94 $108,935 - $118,780	-1,524 Reduced 33.99%	2,960 $213,000
Q2 2023 Jul 19, 2023	BUY	$69.13 - $75.0 $309,978 - $336,300	4,484 New	4,484 $336,000
Q1 2019 Apr 08, 2019	SELL	N/A	-2,582 Closed	0 $0
Q4 2018 Feb 11, 2019	BUY	N/A	2,582 New	2,582 $549,000

Others Institutions Holding IJK

# of Institutions

951

Shares Held

72.5M

Call Options Held

5.1K

Put Options Held

View Full List

About ISHARES S&P MIDCAP 400 GROWTH

Ticker IJK
Sector ETFs
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Foundations Investment Advisors, LLC Ishares S&P Midcap 400 Growth Transaction History