Fortis Group Advisors, LLC Ishares Russell 2000 ETF Transaction History

Fortis Group Advisors, LLC

  • $504 Billion
  • Q2 2024

A detailed history of Fortis Group Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 5,833 shares of IWM stock, worth $1.28 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
5,833
Previous 7,194 18.92%
Holding current value
$1.28 Million
Previous $1.51 Billion 21.78%
% of portfolio
0.24%
Previous 0.28%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
SELL
$192.84 - $209.44 $262,455 - $285,047
-1,361 Reduced 18.92%
5,833 $1.18 Billion
Q1 2024

Apr 30, 2024
BUY
$189.48 - $210.3 $877,102 - $973,478
4,629 Added 180.47%
7,194 $1.51 Billion
Q3 2023

Dec 01, 2023
SELL
$174.36 - $198.71 $4.01 Million - $4.58 Million
-23,027 Reduced 89.98%
2,565 $458 Million
Q2 2023

Jul 18, 2023
BUY
$170.4 - $187.93 $3.93 Million - $4.33 Million
23,058 Added 909.94%
25,592 $4.79 Billion
Q1 2023

May 26, 2023
SELL
$170.25 - $198.32 $649,844 - $756,987
-3,817 Reduced 60.1%
2,534 $444 Million
Q3 2020

Nov 17, 2020
BUY
$139.07 - $158.46 $883,233 - $1.01 Million
6,351 New
6,351 $951,000

Others Institutions Holding IWM

# of Institutions
2,543
Shares Held
293M
Call Options Held
232M
Put Options Held
363M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Fortis Group Advisors, LLC Portfolio

Follow Fortis Group 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 Fortis Group Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fortis Group Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email