Foundations Investment Advisors, LLC Ishares S&P 100 ETF Transaction History

Foundations Investment Advisors, LLC

  • $3.86 Billion
  • Q2 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 25,715 shares of OEF stock, worth $6.84 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
25,715
Previous 29,381 12.48%
Holding current value
$6.84 Million
Previous $7.27 Million 6.51%
% of portfolio
0.18%
Previous 0.2%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024
SELL
$234.68 - $265.99 $860,336 - $975,119
-3,666 Reduced 12.48%
25,715 $6.8 Million
Q1 2024

May 13, 2024
SELL
$219.81 - $247.98 $95,397 - $107,623
-434 Reduced 1.46%
29,381 $7.27 Million
Q4 2023

Feb 08, 2024
BUY
$193.71 - $224.12 $5.32 Million - $6.15 Million
27,443 Added 1156.96%
29,815 $6.66 Million
Q3 2023

Oct 05, 2023
BUY
$199.84 - $214.2 $116,506 - $124,878
583 Added 32.59%
2,372 $475,000
Q2 2023

Jul 19, 2023
BUY
$185.57 - $207.06 $331,984 - $370,430
1,789 New
1,789 $370,000

Others Institutions Holding OEF

# of Institutions
801
Shares Held
34.9M
Call Options Held
9.6K
Put Options Held
15.1K
View Full List

About ISHARES S&P 100 ETF

OEF Quotes by TradingView
  • Ticker OEF
  • Sector ETFs
  • Industry ETFs
More about OEF
Track This Portfolio

Track Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email