Foundations Investment Advisors, LLC Ishares Trust Ishares Pfd And Transaction History

Foundations Investment Advisors, LLC

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 11, 2023	BUY	$29.96 - $32.28 $6,441 - $6,940	215 Added 2.14%	10,283 $0
Q3 2022 Oct 19, 2022	SELL	$31.63 - $35.35 $26,411 - $29,517	-835 Reduced 7.66%	10,068 $319,000
Q2 2022 Jul 08, 2022	BUY	$32.02 - $36.26 $22,766 - $25,780	711 Added 6.98%	10,903 $357,000
Q1 2022 Apr 19, 2022	SELL	$34.86 - $39.14 $2,021 - $2,270	-58 Reduced 0.57%	10,192 $356,000
Q4 2021 Jan 21, 2022	SELL	$38.29 - $39.43 $5,360 - $5,520	-140 Reduced 1.35%	10,250 $399,000

Q3 2021 Oct 13, 2021	SELL	$38.55 - $39.48 $1.38 Million - $1.41 Million	-35,840 Reduced 77.53%	10,390 $399,000
Q2 2021 Jul 14, 2021	SELL	$37.96 - $39.34 $71,175 - $73,762	-1,875 Reduced 3.9%	46,230 $1.82 Million
Q1 2021 Apr 09, 2021	SELL	$37.15 - $38.46 $32.4 Million - $33.6 Million	-872,616 Reduced 94.78%	48,105 $1.86 Million
Q4 2020 Jan 13, 2021	BUY	$36.13 - $38.51 $33.3 Million - $35.5 Million	920,721 New	920,721 $35 Million
Q3 2020 Oct 07, 2020	SELL	$34.54 - $36.7 $87.4 Million - $92.9 Million	-2,531,169 Closed	0 $0
Q2 2020 Jul 08, 2020	BUY	$30.01 - $35.86 $76 Million - $90.8 Million	2,531,169 New	2,531,169 $87.9 Million
Q4 2019 Jan 09, 2020	SELL	$36.77 - $37.68 $25.8 Million - $26.5 Million	-702,783 Closed	0 $0
Q3 2019 Oct 07, 2019	BUY	$36.77 - $37.53 $25.8 Million - $26.4 Million	702,783 New	702,783 $26.2 Million
Q1 2019 Apr 08, 2019	SELL	$34.55 - $36.63 $38.8 Million - $41.1 Million	-1,123,342 Closed	0 $0
Q4 2018 Feb 11, 2019	BUY	$33.41 - $36.68 $37.5 Million - $41.2 Million	1,123,342 New	1,123,342 $40.3 Million

1,104

198M

454K

746K

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