A detailed history of Foundations Investment Advisors, LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 36,376 shares of TLH stock, worth $3.74 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
36,376
Previous 33,659 8.07%
Holding current value
$3.74 Million
Previous $3.64 Million 4.86%
% of portfolio
0.11%
Previous 0.11%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$102.54 - $108.16 $278,601 - $293,870
2,717 Added 8.07%
36,376 $3.82 Million
Q4 2023

Feb 08, 2024

BUY
$93.11 - $109.52 $2.62 Million - $3.08 Million
28,162 Added 512.32%
33,659 $3.64 Million
Q3 2023

Oct 05, 2023

SELL
$98.33 - $111.05 $7.35 Million - $8.3 Million
-74,698 Reduced 93.15%
5,497 $541,000
Q2 2023

Jul 19, 2023

BUY
$108.81 - $116.4 $906,822 - $970,077
8,334 Added 11.6%
80,195 $8.88 Million
Q1 2023

Apr 25, 2023

BUY
$106.93 - $116.34 $2.98 Million - $3.25 Million
27,905 Added 63.48%
71,861 $8.23 Million
Q4 2022

Jan 11, 2023

BUY
$102.32 - $115.41 $1.61 Million - $1.82 Million
15,759 Added 55.89%
43,956 $0
Q3 2022

Oct 19, 2022

BUY
$110.96 - $125.14 $1.61 Million - $1.81 Million
14,486 Added 105.65%
28,197 $3.07 Million
Q2 2022

Jul 08, 2022

BUY
$114.64 - $134.55 $1.57 Million - $1.84 Million
13,711 New
13,711 $1.65 Million
Q1 2019

Apr 08, 2019

SELL
$131.85 - $137.88 $345,051 - $360,831
-2,617 Closed
0 $0
Q4 2018

Feb 11, 2019

BUY
$125.72 - $133.51 $329,009 - $349,395
2,617 New
2,617 $348,000

Others Institutions Holding TLH

About ISHARES BARCLAYS 10-20 YR TREA


  • Ticker TLH
  • Sector ETFs
  • Industry ETFs
More about TLH
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.