A detailed history of Fortis Group Advisors, LLC transactions in Ishares Tr Us Telecommunicatio stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 45 shares of IYZ stock, worth $1,227. This represents 0.0% of its overall portfolio holdings.

Number of Shares
45
Previous 45 -0.0%
Holding current value
$1,227
Previous $977,000 16.27%
% 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

SELL
$21.62 - $23.92 $972 - $1,076
-45 Reduced 50.0%
45 $988,000
Q4 2023

Mar 04, 2024

BUY
$19.9 - $22.82 $895 - $1,026
45 Added 100.0%
90 $2.05 Million
Q3 2023

Dec 01, 2023

BUY
$21.07 - $22.86 $948 - $1,028
45 New
45 $958,000
Q1 2023

May 26, 2023

SELL
$22.0 - $25.14 $968 - $1,106
-44 Closed
0 $0
Q3 2020

Nov 17, 2020

BUY
$26.63 - $29.5 $1,171 - $1,298
44 New
44 $1,000

Others Institutions Holding IYZ

About ISHARES TR US TELECOMMUNICATIO


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