Foundations Investment Advisors, LLC Ishares Short Term National Mu Transaction History

Foundations Investment Advisors, LLC

  • $5.1 Billion
  • Q1 2025

A detailed history of Foundations Investment Advisors, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 2,820 shares of SUB stock, worth $298,779. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,820
Previous 4,589 38.55%
Holding current value
$298,779
Previous $484,000 38.64%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
SELL
$105.3 - $106.24 $186,275 - $187,938
-1,769 Reduced 38.55%
2,820 $297,000
Q4 2024

Jan 22, 2025
BUY
$104.94 - $106.2 $241,466 - $244,366
2,301 Added 100.57%
4,589 $484,000
Q3 2024

Oct 21, 2024
BUY
$104.3 - $106.3 $238,638 - $243,214
2,288 New
2,288 $242,000
Q2 2023

Jul 19, 2023
BUY
$103.24 - $105.0 $747,354 - $760,095
7,239 New
7,239 $753,000

Others Institutions Holding SUB

# of Institutions
930
Shares Held
83.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES SHORT-TERM NATIONAL MU

SUB Quotes by TradingView
  • Ticker SUB
  • Sector ETFs
  • Industry ETFs
More about SUB
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