Foundations Investment Advisors, LLC
EndowmentPosition in AOM — iShares Core 40/60 Moderate Allocation ETF
CIK 1743404
PHOENIX, AZ
All Filings in AOM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 AOM | $26,526,772 | 559,991 | Shares | Other | 2026-05-11 | |
| 2025-12-31 AOM | $25,374,126 | 531,618 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 AOM | $24,155,414 | 507,680 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 AOM | $23,152,916 | 502,887 | Shares | Other | 2025-08-08 | |
| 2025-03-31 AOM | $18,734,741 | 426,954 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 AOM | $15,507,906 | 356,996 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 AOM | $13,714,477 | 304,023 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 AOM | $11,748,310 | 273,153 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 AOM | $814,094 | 19,612 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 AOM | $684,973 | 17,595 | Shares | Sole | 2023-10-05 | |
| 2021-06-30 AOM | $216,194 | 4,799 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 AOM | $208,996 | 4,799 | Shares | Sole | 2021-04-09 | |
| 2020-06-30 AOM | $204,931 | 5,140 | Shares | Sole | 2020-07-08 | |
| No filing history on record for this holder in this stock. | ||||||