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

Foundations Investment Advisors, LLC

  • $5.88 Billion
  • Q2 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 653,970 shares of IVE stock, worth $135 Million. This represents 2.18% of its overall portfolio holdings.

Number of Shares
653,970
Previous 550,534 18.79%
Holding current value
$135 Million
Previous $105 Million 21.81%
% of portfolio
2.18%
Previous 2.06%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
$168.34 - $195.42 $17.4 Million - $20.2 Million
103,436 Added 18.79%
653,970 $128 Million
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
1,709
Shares Held
166M
Call Options Held
93.3K
Put Options Held
41K
View Full List

About ISHARES S&P 500 VALUE ETF

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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