Fortis Group Advisors, LLC Ishares Russell2000 Val ETF Transaction History

Fortis Group Advisors, LLC

  • $515 Billion
  • Q1 2025

A detailed history of Fortis Group Advisors, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 20,195 shares of IWN stock, worth $3.09 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
20,195
Previous 20,717 2.52%
Holding current value
$3.09 Million
Previous $3.4 Billion 10.35%
% of portfolio
0.59%
Previous 0.63%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
SELL
$149.27 - $169.4 $77,918 - $88,426
-522 Reduced 2.52%
20,195 $3.05 Billion
Q4 2024

Jan 31, 2025
BUY
$162.69 - $181.35 $43,438 - $48,420
267 Added 1.31%
20,717 $3.4 Billion
Q3 2024

Oct 21, 2024
BUY
$150.05 - $171.34 $3.07 Million - $3.5 Million
20,450 New
20,450 $3.41 Billion
Q1 2023

May 26, 2023
SELL
$130.78 - $156.96 $392,340 - $470,880
-3,000 Closed
0 $0
Q3 2020

Nov 17, 2020
BUY
$91.58 - $108.28 $274,740 - $324,840
3,000 New
3,000 $297,000

Others Institutions Holding IWN

# of Institutions
1,097
Shares Held
59.9M
Call Options Held
453K
Put Options Held
29.6K
View Full List

About ISHARES RUSSELL2000 VAL ETF

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