Foundations Investment Advisors, LLC Ishares Tr Russell 200 Value E Transaction History

Foundations Investment Advisors, LLC

$4.87 Billion
Q4 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 20,851 shares of IWX stock, worth $1.7 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

20,851

Previous 23,371 10.78%

Holding current value

$1.7 Million

Previous $1.9 Million 13.27%

% of portfolio

0.03%

Previous 0.04%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$78.25 - $85.17 $197,190 - $214,628	-2,520 Reduced 10.78%	20,851 $1.65 Million
Q3 2024 Oct 21, 2024	BUY	$74.49 - $81.27 $462,955 - $505,093	6,215 Added 36.23%	23,371 $1.9 Million
Q2 2024 Aug 02, 2024	SELL	$72.57 - $76.65 $460,746 - $486,650	-6,349 Reduced 27.01%	17,156 $1.28 Million
Q1 2024 May 13, 2024	SELL	$69.24 - $76.32 $41,890 - $46,173	-605 Reduced 2.51%	23,505 $1.79 Million
Q4 2023 Feb 08, 2024	SELL	$62.27 - $70.35 $1.27 Million - $1.43 Million	-20,363 Reduced 45.79%	24,110 $1.69 Million
Q3 2023 Oct 05, 2023	BUY	$65.37 - $69.65 $54,257 - $57,809	830 Added 1.9%	44,473 $2.91 Million
Q2 2023 Jul 19, 2023	BUY	$64.02 - $67.44 $1.06 Million - $1.12 Million	16,604 Added 61.41%	43,643 $2.94 Million
Q1 2023 Apr 25, 2023	SELL	$62.44 - $68.0 $34,966 - $38,080	-560 Reduced 2.03%	27,039 $1.76 Million
Q4 2022 Jan 11, 2023	BUY	$58.03 - $67.72 $1.18 Million - $1.37 Million	20,270 Added 276.57%	27,599 $0
Q3 2022 Oct 19, 2022	BUY	$57.71 - $67.79 $98,568 - $115,785	1,708 Added 30.39%	7,329 $423,000
Q2 2022 Jul 08, 2022	SELL	$59.87 - $70.62 $5,987 - $7,062	-100 Reduced 1.75%	5,621 $349,000
Q1 2022 Apr 19, 2022	BUY	$66.32 - $71.56 $66 - $71	1 Added 0.02%	5,721 $397,000
Q4 2021 Jan 21, 2022	SELL	$65.77 - $70.18 $54,260 - $57,898	-825 Reduced 12.61%	5,720 $409,000
Q3 2021 Oct 13, 2021	SELL	$65.07 - $68.62 $135,801 - $143,209	-2,087 Reduced 24.18%	6,545 $436,000
Q2 2021 Jul 14, 2021	BUY	$64.11 - $67.99 $553,397 - $586,889	8,632 New	8,632 $577,000

Others Institutions Holding IWX

# of Institutions

201

Shares Held

41.9M

Call Options Held

Put Options Held

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About ISHARES TR RUSSELL 200 VALUE E

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Foundations Investment Advisors, LLC Ishares Tr Russell 200 Value E Transaction History