Fortis Group Advisors, LLC Ishares Barclays Transaction History

Fortis Group Advisors, LLC

$537 Billion
Q4 2024

A detailed history of Fortis Group Advisors, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 54 shares of IEF stock, worth $5,029. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 39,292 99.86%

Holding current value

$5,029

Previous $3.86 Billion 99.87%

% of portfolio

0.0%

Previous 0.71%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$92.08 - $98.18 $3.61 Million - $3.85 Million	-39,238 Reduced 99.86%	54 $4.99 Million
Q3 2024 Oct 21, 2024	BUY	$92.67 - $99.14 $3.64 Million - $3.89 Million	39,238 Added 72662.96%	39,292 $3.86 Billion
Q2 2024 Jul 30, 2024	SELL	$91.24 - $94.6 $243,702 - $252,676	-2,671 Reduced 98.02%	54 $5.06 Million
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

# of Institutions

1,069

Shares Held

310M

Call Options Held

13.2M

Put Options Held

13.9M

View Full List

About ISHARES BARCLAYS

Ticker IEF
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Fortis Group Advisors, LLC Ishares Barclays Transaction History