A detailed history of Fortis Capital Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Fortis Capital Advisors, LLC holds 3,632 shares of IJR stock, worth $418,043. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,632
Previous 3,475 4.52%
Holding current value
$418,043
Previous $384 Million 0.87%
% of portfolio
0.14%
Previous 0.16%

Shares

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

Aug 02, 2024

BUY
$102.13 - $110.88 $16,034 - $17,408
157 Added 4.52%
3,632 $387 Million
Q1 2024

May 08, 2024

BUY
$102.35 - $110.52 $355,666 - $384,057
3,475 New
3,475 $384 Million
Q2 2023

Aug 14, 2023

SELL
$91.14 - $99.81 $143,727 - $157,400
-1,577 Reduced 27.32%
4,195 $418 Million
Q1 2023

May 15, 2023

BUY
$92.27 - $107.68 $253,465 - $295,796
2,747 Added 90.81%
5,772 $558 Million
Q4 2022

Feb 14, 2023

BUY
$89.09 - $102.13 $269,497 - $308,943
3,025 New
3,025 $286 Million

Others Institutions Holding IJR

About ISHARES CORE S&P SM CAP ETF


  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
Track This Portfolio

Track Fortis Capital Advisors, LLC Portfolio

Follow Fortis Capital 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 Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fortis Capital Advisors, LLC with notifications on news.