Fortis Group Advisors, LLC Ishares Russell 2000 ETF Transaction History

Fortis Group Advisors, LLC

$537 Billion
Q4 2024

A detailed history of Fortis Group Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 15,852 shares of IWM stock, worth $3.58 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares

15,852

Previous 7,072 124.15%

Holding current value

$3.58 Million

Previous $1.56 Billion 124.23%

% of portfolio

0.65%

Previous 0.29%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$216.13 - $242.4 $1.9 Million - $2.13 Million	8,780 Added 124.15%	15,852 $3.5 Billion
Q3 2024 Oct 21, 2024	BUY	$200.87 - $224.6 $248,877 - $278,279	1,239 Added 21.24%	7,072 $1.56 Billion
Q2 2024 Jul 30, 2024	SELL	$192.84 - $209.44 $262,455 - $285,047	-1,361 Reduced 18.92%	5,833 $1.18 Billion
Q1 2024 Apr 30, 2024	BUY	$189.48 - $210.3 $877,102 - $973,478	4,629 Added 180.47%	7,194 $1.51 Billion
Q3 2023 Dec 01, 2023	SELL	$174.36 - $198.71 $4.01 Million - $4.58 Million	-23,027 Reduced 89.98%	2,565 $458 Million
Q2 2023 Jul 18, 2023	BUY	$170.4 - $187.93 $3.93 Million - $4.33 Million	23,058 Added 909.94%	25,592 $4.79 Billion
Q1 2023 May 26, 2023	SELL	$170.25 - $198.32 $649,844 - $756,987	-3,817 Reduced 60.1%	2,534 $444 Million
Q3 2020 Nov 17, 2020	BUY	$139.07 - $158.46 $883,233 - $1.01 Million	6,351 New	6,351 $951,000

Others Institutions Holding IWM

# of Institutions

2,801

Shares Held

312M

Call Options Held

232M

Put Options Held

521M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fortis Group Advisors, LLC, based on Form 13F filings with the SEC.

News

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

Account

Fortis Group Advisors, LLC Ishares Russell 2000 ETF Transaction History