Foundations Investment Advisors, LLC Ishares Tr Core Conservative A Transaction History

Foundations Investment Advisors, LLC

  • $4.46 Billion
  • Q3 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 66,484 shares of AOK stock, worth $2.51 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
66,484
Previous 47,874 38.87%
Holding current value
$2.51 Million
Previous $1.77 Million 45.44%
% of portfolio
0.06%
Previous 0.05%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$36.8 - $38.71 $684,848 - $720,393
18,610 Added 38.87%
66,484 $2.57 Million
Q2 2024

Aug 02, 2024
BUY
$35.66 - $37.13 $1.71 Million - $1.78 Million
47,874 New
47,874 $1.77 Million
Q3 2019

Oct 07, 2019
SELL
$35.05 - $35.73 $259,264 - $264,294
-7,397 Closed
0 $0
Q2 2019

Jul 08, 2019
SELL
$34.32 - $35.42 $112,226 - $115,823
-3,270 Reduced 30.66%
7,397 $262,000
Q1 2019

Apr 08, 2019
BUY
$32.65 - $34.52 $78,164 - $82,640
2,394 Added 28.94%
10,667 $368,000
Q4 2018

Feb 11, 2019
SELL
$32.37 - $34.17 $4.32 Million - $4.57 Million
-133,610 Reduced 94.17%
8,273 $279,000
Q3 2018

Nov 09, 2018
BUY
$33.73 - $34.38 $486,116 - $495,484
14,412 Added 11.31%
141,883 $4.85 Million
Q2 2018

Aug 14, 2018
BUY
$33.85 - $34.34 $4.31 Million - $4.38 Million
127,471 New
127,471 $4.33 Million

Others Institutions Holding AOK

# of Institutions
169
Shares Held
5.26M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE CONSERVATIVE A

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