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

Fortis Advisors, LLC

$130 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 08, 2024	BUY	$176.58 - $186.7 $31,254 - $33,045	177 Added 45.04%	570 $103,000
Q1 2024 May 13, 2024	BUY	$171.09 - $186.81 $67,238 - $73,416	393 New	393 $73,000

Others Institutions Holding IVE

# of Institutions

1,529

Shares Held

139M

Call Options Held

91.7K

Put Options Held

29.4K

Jpmorgan Chase & CO New York, NY

17M
Shares

$3.47 Billion
0.28% of portfolio
Envestnet Asset Management Inc

12.9M
Shares

$2.63 Billion
0.84% of portfolio
Morgan Stanley New York, NY

12.5M
Shares

$2.55 Billion
0.18% of portfolio
Bank Of America Corp Charlotte, NC

7.95M
Shares

$1.62 Billion
0.13% of portfolio
Wells Fargo & Company San Francisco, CA

6.95M
Shares

$1.41 Billion
0.32% of portfolio

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

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