Foundations Investment Advisors, LLC Ishares Russell Mid Cap Growth Transaction History

Foundations Investment Advisors, LLC

$5.1 Billion
Q1 2025

A detailed history of Foundations Investment Advisors, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 8,712 shares of IWP stock, worth $1.16 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

8,712

Previous 11,781 26.05%

Holding current value

$1.16 Million

Previous $1.49 Million 31.48%

% of portfolio

0.02%

Previous 0.03%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	SELL	$114.9 - $139.6 $352,628 - $428,432	-3,069 Reduced 26.05%	8,712 $1.02 Million
Q4 2024 Jan 22, 2025	SELL	$116.4 - $138.52 $124,431 - $148,077	-1,069 Reduced 8.32%	11,781 $1.49 Million
Q3 2024 Oct 21, 2024	BUY	$103.87 - $117.59 $827,428 - $936,721	7,966 Added 163.1%	12,850 $1.51 Million
Q2 2024 Aug 02, 2024	SELL	$105.7 - $113.43 $1.12 Million - $1.21 Million	-10,640 Reduced 68.54%	4,884 $538,000
Q1 2024 May 13, 2024	SELL	$100.66 - $114.14 $79,118 - $89,714	-786 Reduced 4.82%	15,524 $1.77 Million
Q4 2023 Feb 08, 2024	SELL	$85.66 - $105.12 $566,383 - $695,053	-6,612 Reduced 28.85%	16,310 $1.7 Million
Q3 2023 Oct 05, 2023	BUY	$89.97 - $100.32 $1.56 Million - $1.74 Million	17,323 Added 309.39%	22,922 $2.09 Million
Q2 2023 Jul 19, 2023	SELL	$87.72 - $96.63 $183,334 - $201,956	-2,090 Reduced 27.18%	5,599 $541,000
Q1 2023 Apr 25, 2023	SELL	$82.89 - $94.68 $5.57 Million - $6.37 Million	-67,231 Reduced 89.74%	7,689 $700,000
Q4 2022 Jan 11, 2023	BUY	$77.4 - $89.88 $848,613 - $985,444	10,964 Added 17.14%	74,920 $0
Q3 2022 Oct 19, 2022	BUY	$78.02 - $94.38 $431,294 - $521,732	5,528 Added 9.46%	63,956 $5.02 Million
Q2 2022 Jul 08, 2022	BUY	$75.41 - $102.47 $325,922 - $442,875	4,322 Added 7.99%	58,428 $4.75 Million
Q1 2022 Apr 19, 2022	BUY	$89.52 - $114.03 $560,663 - $714,169	6,263 Added 13.09%	54,106 $5.22 Million
Q4 2021 Jan 21, 2022	BUY	$109.8 - $123.28 $194,675 - $218,575	1,773 Added 3.85%	47,843 $5.15 Million
Q3 2021 Oct 13, 2021	BUY	$109.39 - $119.47 $29,207 - $31,898	267 Added 0.58%	46,070 $5.15 Million
Q2 2021 Jul 14, 2021	BUY	$99.98 - $113.73 $76,784 - $87,344	768 Added 1.71%	45,803 $5.22 Million
Q1 2021 Apr 09, 2021	SELL	$96.94 - $112.05 $429,250 - $496,157	-4,428 Reduced 8.95%	45,035 $4.7 Million
Q4 2020 Jan 13, 2021	BUY	$86.54 - $104.78 $1.86 Million - $2.25 Million	21,457 Added 76.62%	49,463 $5.24 Million
Q3 2020 Oct 07, 2020	SELL	$79.56 - $90.13 $515,469 - $583,952	-6,479 Reduced 18.79%	28,006 $4.86 Million
Q2 2020 Jul 08, 2020	SELL	$57.59 - $81.27 $232,778 - $328,493	-4,042 Reduced 10.49%	34,485 $5.54 Million
Q1 2020 Apr 06, 2020	BUY	$52.32 - $81.58 $198,188 - $309,025	3,788 Added 10.9%	38,527 $4.47 Million
Q4 2019 Jan 09, 2020	BUY	$68.8 - $76.63 $141,865 - $158,011	2,062 Added 6.31%	34,739 $5.36 Million
Q3 2019 Oct 07, 2019	BUY	$70.16 - $72.24 $640,210 - $659,190	9,125 Added 38.74%	32,677 $4.55 Million
Q2 2019 Jul 08, 2019	BUY	N/A	23,552 New	23,552 $3.42 Million

Others Institutions Holding IWP

# of Institutions

1,212

Shares Held

119M

Call Options Held

132K

Put Options Held

92.9K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
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Foundations Investment Advisors, LLC Ishares Russell Mid Cap Growth Transaction History