Fortis Capital Advisors, LLC Ishares Russell 2000 ETF Transaction History

Fortis Capital Advisors, LLC

  • $238 Billion
  • Q1 2024

A detailed history of Fortis Capital Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Fortis Capital Advisors, LLC holds 9,800 shares of IWM stock, worth $1.99 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
9,800
Previous 8,960 9.38%
Holding current value
$1.99 Million
Previous $1.8 Billion 14.6%
% of portfolio
0.87%
Previous 0.96%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
BUY
$189.48 - $210.3 $159,163 - $176,652
840 Added 9.38%
9,800 $2.06 Billion
Q4 2023

Feb 09, 2024
BUY
$162.21 - $204.82 $1.12 Million - $1.42 Million
6,923 Added 339.86%
8,960 $1.8 Billion
Q3 2023

Nov 14, 2023
SELL
$174.36 - $198.71 $871 - $993
-5 Reduced 0.24%
2,037 $360 Million
Q2 2023

Aug 14, 2023
BUY
$170.4 - $187.93 $7,156 - $7,893
42 Added 2.1%
2,042 $382 Million
Q1 2023

May 15, 2023
SELL
$170.25 - $198.32 $46,818 - $54,538
-275 Reduced 12.09%
2,000 $357 Million
Q4 2022

Feb 14, 2023
BUY
$170.53 - $188.05 $387,955 - $427,813
2,275 New
2,275 $397 Million

Others Institutions Holding IWM

# of Institutions
2,586
Shares Held
306M
Call Options Held
239M
Put Options Held
413M
View Full List

About ISHARES RUSSELL 2000 ETF

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