Foundations Investment Advisors, LLC Ishares S&P 500 Value ETF Transaction History

Foundations Investment Advisors, LLC

  • $5.1 Billion
  • Q1 2025

A detailed history of Foundations Investment Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 550,534 shares of IVE stock, worth $110 Million. This represents 2.06% of its overall portfolio holdings.

Number of Shares
550,534
Previous 493,316 11.6%
Holding current value
$110 Million
Previous $94.2 Million 11.42%
% of portfolio
2.06%
Previous 1.93%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
BUY
$185.78 - $198.58 $10.6 Million - $11.4 Million
57,218 Added 11.6%
550,534 $105 Million
Q4 2024

Jan 22, 2025
BUY
$189.5 - $206.17 $9.86 Million - $10.7 Million
52,024 Added 11.79%
493,316 $94.2 Million
Q3 2024

Oct 21, 2024
BUY
$181.06 - $197.17 $5.9 Million - $6.42 Million
32,584 Added 7.97%
441,292 $87 Million
Q2 2024

Aug 02, 2024
BUY
$176.58 - $186.7 $8.85 Million - $9.36 Million
50,144 Added 13.98%
408,708 $74.4 Million
Q1 2024

May 13, 2024
BUY
$171.09 - $186.81 $4.41 Million - $4.82 Million
25,780 Added 7.75%
358,564 $67 Million
Q4 2023

Feb 08, 2024
BUY
$147.64 - $174.21 $28.4 Million - $33.5 Million
192,242 Added 136.79%
332,784 $57.9 Million
Q3 2023

Oct 05, 2023
BUY
$153.33 - $166.75 $21.5 Million - $23.4 Million
140,542 New
140,542 $21.6 Million
Q1 2020

Apr 06, 2020
SELL
$82.97 - $131.79 $181,040 - $287,565
-2,182 Closed
0 $0
Q4 2019

Jan 09, 2020
BUY
$115.41 - $130.26 $1,384 - $1,563
12 Added 0.55%
2,182 $283,000
Q3 2019

Oct 07, 2019
BUY
$112.0 - $120.88 $243,040 - $262,309
2,170 New
2,170 $252,000

Others Institutions Holding IVE

# of Institutions
1,708
Shares Held
161M
Call Options Held
124K
Put Options Held
51.5K
View Full List

About ISHARES S&P 500 VALUE ETF

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
Track This Portfolio

Track Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email