Fortis Capital Advisors, LLC Ishares S&P 500 Growth ETF Transaction History

Fortis Capital Advisors, LLC

  • $277 Billion
  • Q2 2024

A detailed history of Fortis Capital Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Fortis Capital Advisors, LLC holds 17,799 shares of IVW stock, worth $1.79 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
17,799
Previous 10,832 64.32%
Holding current value
$1.79 Million
Previous $915 Million 80.08%
% of portfolio
0.59%
Previous 0.38%

Shares

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

Aug 02, 2024
BUY
$79.31 - $93.31 $552,552 - $650,090
6,967 Added 64.32%
17,799 $1.65 Billion
Q4 2023

Feb 09, 2024
SELL
$65.78 - $75.4 $63,675 - $72,987
-968 Reduced 8.2%
10,832 $813 Million
Q2 2023

Aug 14, 2023
BUY
$63.21 - $70.48 $63,210 - $70,480
1,000 Added 9.26%
11,800 $832 Million
Q1 2023

May 15, 2023
SELL
$57.25 - $63.89 $31,487 - $35,139
-550 Reduced 4.85%
10,800 $690 Million
Q4 2022

Feb 14, 2023
BUY
$56.73 - $63.56 $643,885 - $721,406
11,350 New
11,350 $664 Million

Others Institutions Holding IVW

# of Institutions
1,786
Shares Held
425M
Call Options Held
280K
Put Options Held
217K
View Full List

About ISHARES S&P 500 GROWTH ETF

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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