Fortis Group Advisors, LLC Ishares Core S&P 500 ETF Transaction History
Fortis Group Advisors, LLC
- $504 Billion
- Q2 2024
A detailed history of Fortis Group Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 4,854 shares of IVV stock, worth $2.64 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
4,854
Previous 5,011
3.13%
Holding current value
$2.64 Million
Previous $2.63 Billion
0.81%
% of portfolio
0.53%
Previous 0.49%
Shares
7 transactions
Others Institutions Holding IVV
# of Institutions
3,263Shares Held
621MCall Options Held
796KPut Options Held
612K-
Black Rock Inc. New York, NY63.6MShares$34.7 Billion0.79% of portfolio
-
Northwestern Mutual Wealth Management CO32.3MShares$17.6 Billion17.47% of portfolio
-
Envestnet Asset Management Inc29.7MShares$16.2 Billion5.94% of portfolio
-
Bank Of America Corp Charlotte, NC23.5MShares$12.8 Billion1.17% of portfolio
-
Creative Planning Overland Park, KS20.6MShares$11.2 Billion12.02% of portfolio