Fortis Advisors, LLC Ishares Tr Transaction History

Fortis Advisors, LLC

  • $130 Million
  • Q3 2024

A detailed history of Fortis Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Fortis Advisors, LLC holds 4,368 shares of IEFA stock, worth $314,059. This represents 0.26% of its overall portfolio holdings.

Number of Shares
4,368
Previous 3,812 14.59%
Holding current value
$314,059
Previous $276,000 23.19%
% of portfolio
0.26%
Previous 0.22%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
BUY
$70.09 - $78.74 $38,970 - $43,779
556 Added 14.59%
4,368 $340,000
Q2 2024

Dec 05, 2024
SELL
$70.77 - $76.19 $39,348 - $42,361
-556 Reduced 12.73%
3,812 $276,000
Q2 2024

Aug 08, 2024
BUY
$70.77 - $76.19 $29,369 - $31,618
415 Added 12.22%
3,812 $276,000
Q1 2024

Dec 05, 2024
SELL
$68.14 - $74.43 $66,163 - $72,271
-971 Reduced 22.23%
3,397 $252,000
Q1 2024

May 13, 2024
BUY
$68.14 - $74.43 $56,692 - $61,925
832 Added 32.44%
3,397 $252,000
Q4 2023

Feb 13, 2024
BUY
$61.3 - $70.47 $54,557 - $62,718
890 Added 53.13%
2,565 $180,000
Q3 2023

Nov 13, 2023
BUY
$64.04 - $69.58 $90,040 - $97,829
1,406 Added 522.68%
1,675 $107,000
Q2 2023

Aug 14, 2023
BUY
$66.03 - $69.1 $330 - $345
5 Added 1.89%
269 $18,000
Q1 2023

May 09, 2023
BUY
$62.17 - $67.7 $4,476 - $4,874
72 Added 37.5%
264 $17,000
Q4 2022

Feb 14, 2023
BUY
$52.35 - $63.65 $10,051 - $12,220
192 New
192 $11,000
Q1 2021

May 13, 2021
SELL
$68.58 - $73.12 $16,802 - $17,914
-245 Closed
0 $0
Q4 2020

Feb 11, 2021
BUY
$58.13 - $69.71 $14,241 - $17,078
245 New
245 $17,000
Q2 2020

Aug 13, 2020
SELL
$47.43 - $60.75 $205,798 - $263,594
-4,339 Closed
0 $0
Q1 2020

May 14, 2020
BUY
$43.31 - $66.12 $187,922 - $286,894
4,339 New
4,339 $216,000
Q3 2019

Nov 14, 2019
SELL
$57.44 - $62.42 $53,132 - $57,738
-925 Closed
0 $0
Q3 2018

Nov 14, 2018
SELL
$61.82 - $65.16 $9,396 - $9,904
-152 Reduced 14.11%
925 $59,000
Q2 2018

Aug 14, 2018
BUY
$62.74 - $67.79 $58,034 - $62,705
925 Added 608.55%
1,077 $68,000
Q4 2017

Feb 14, 2018
SELL
$64.09 - $66.44 $98,890 - $102,516
-1,543 Reduced 91.03%
152 $10,000
Q3 2017

Nov 14, 2017
BUY
$62.19 - $64.17 $105,412 - $108,768
1,695
1,695 $109,000

Others Institutions Holding IEFA

# of Institutions
2,002
Shares Held
1.43B
Call Options Held
164K
Put Options Held
52.1K
View Full List

About ISHARES TR

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