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

Foundations Investment Advisors, LLC

$4.87 Billion
Q4 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 8,396 shares of IWR stock, worth $710,553. This represents 0.02% of its overall portfolio holdings.

Number of Shares

8,396

Previous 9,223 8.97%

Holding current value

$710,553

Previous $812,000 8.62%

% of portfolio

0.02%

Previous 0.02%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$87.25 - $95.52 $72,155 - $78,995	-827 Reduced 8.97%	8,396 $742,000
Q3 2024 Oct 21, 2024	SELL	$79.92 - $88.19 $23,816 - $26,280	-298 Reduced 3.13%	9,223 $812,000
Q2 2024 Aug 02, 2024	SELL	$78.66 - $83.59 $95,257 - $101,227	-1,211 Reduced 11.28%	9,521 $771,000
Q1 2024 May 13, 2024	SELL	$75.37 - $84.09 $2,411 - $2,690	-32 Reduced 0.3%	10,732 $902,000
Q4 2023 Feb 08, 2024	SELL	$64.84 - $78.27 $80,012 - $96,585	-1,234 Reduced 10.29%	10,764 $836,000
Q3 2023 Oct 05, 2023	SELL	$68.54 - $75.91 $26,250 - $29,073	-383 Reduced 3.09%	11,998 $830,000
Q2 2023 Jul 19, 2023	BUY	$67.49 - $73.03 $532,833 - $576,571	7,895 Added 175.99%	12,381 $904,000
Q1 2023 Apr 25, 2023	BUY	$66.27 - $75.04 $331 - $375	5 Added 0.11%	4,486 $313,000
Q4 2022 Jan 11, 2023	SELL	$62.09 - $71.89 $14,653 - $16,966	-236 Reduced 5.0%	4,481 $0
Q3 2022 Oct 19, 2022	BUY	$62.15 - $74.82 $68,178 - $82,077	1,097 Added 30.3%	4,717 $293,000
Q2 2022 Jul 08, 2022	BUY	$62.75 - $78.76 $12,361 - $15,515	197 Added 5.76%	3,620 $237,000
Q1 2022 Apr 19, 2022	BUY	$72.29 - $82.89 $247,448 - $283,732	3,423 New	3,423 $262,000
Q3 2018 Nov 09, 2018	SELL	$52.87 - $56.02 $240,981 - $255,339	-4,558 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	$50.43 - $54.42 $229,859 - $248,046	4,558 New	4,558 $967,000

Others Institutions Holding IWR

# of Institutions

1,539

Shares Held

369M

Call Options Held

180K

Put Options Held

19.1K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

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