A detailed history of Foundations Investment Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 385,817 shares of IYG stock, worth $34.3 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
385,817
Previous 505,496 23.68%
Holding current value
$34.3 Million
Previous $43.3 Million 20.07%
% of portfolio
0.55%
Previous 0.74%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025

SELL
$85.16 - $90.57 $10.2 Million - $10.8 Million
-119,679 Reduced 23.68%
385,817 $34.6 Million
Q2 2025

Aug 08, 2025

BUY
$68.9 - $85.6 $1.42 Million - $1.76 Million
20,565 Added 4.24%
505,496 $43.3 Million
Q1 2025

May 07, 2025

BUY
$74.6 - $84.81 $36.2 Million - $41.1 Million
484,931 New
484,931 $38.1 Million

Others Institutions Holding IYG

About ISHARES TR


  • Ticker IYG
  • Sector ETFs
  • Industry ETFs
More about IYG
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