A detailed history of Fortis Group Advisors, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 2,725 shares of IEF stock, worth $256,558. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,725
Previous 40,170 93.22%
Holding current value
$256,558
Previous $3.98 Billion 93.52%
% of portfolio
0.05%
Previous 0.99%

Shares

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

Apr 30, 2024

SELL
$93.54 - $96.82 $3.5 Million - $3.63 Million
-37,445 Reduced 93.22%
2,725 $258 Million
Q4 2023

Mar 04, 2024

BUY
$88.95 - $97.0 $4,803 - $5,238
54 Added 0.13%
40,170 $3.98 Billion
Q3 2023

Dec 01, 2023

SELL
$91.32 - $97.13 $5.42 Million - $5.77 Million
-59,361 Reduced 59.67%
40,116 $3.98 Billion
Q2 2023

Jul 18, 2023

BUY
$96.39 - $100.48 $209,166 - $218,041
2,170 Added 2.23%
99,477 $9.61 Billion
Q1 2023

May 26, 2023

SELL
$94.41 - $100.02 $21.7 Million - $23 Million
-229,508 Reduced 70.23%
97,307 $9.7 Billion
Q3 2020

Nov 17, 2020

BUY
$121.18 - $123.06 $39.6 Million - $40.2 Million
326,815 New
326,815 $39.8 Million

Others Institutions Holding IEF

About ISHARES BARCLAYS


  • Ticker IEF
  • Sector ETFs
  • Industry ETFs
More about IEF
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