A detailed history of Fortis Group Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 240 shares of IYG stock, worth $19,742. This represents 0.0% of its overall portfolio holdings.

Number of Shares
240
Previous 240 -0.0%
Holding current value
$19,742
Previous $15.7 Million 8.91%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Apr 30, 2024

BUY
$63.91 - $191.92 $5,112 - $15,353
80 Added 50.0%
240 $15.9 Million
Q4 2023

Mar 04, 2024

BUY
$145.02 - $179.81 $11,601 - $14,384
80 Added 100.0%
160 $28.7 Million
Q3 2023

Dec 01, 2023

BUY
$154.42 - $169.5 $12,353 - $13,560
80 New
80 $12.4 Million
Q1 2023

May 26, 2023

SELL
$145.23 - $176.24 $11,618 - $14,099
-80 Closed
0 $0
Q3 2020

Nov 17, 2020

BUY
$38.91 - $43.53 $3,112 - $3,482
80 New
80 $9,000

Others Institutions Holding IYG

About ISHARES TR


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