Fortis Group Advisors, LLC Ishares Russell 2000 Gwt ETF Transaction History

Fortis Group Advisors, LLC

$541 Billion
Q3 2024

A detailed history of Fortis Group Advisors, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 30,769 shares of IWO stock, worth $8.95 Million. This represents 1.62% of its overall portfolio holdings.

Number of Shares

30,769

Previous 38,945 20.99%

Holding current value

$8.95 Million

Previous $10.2 Billion 14.53%

% of portfolio

1.62%

Previous 2.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$256.4 - $289.78 $2.1 Million - $2.37 Million	-8,176 Reduced 20.99%	30,769 $8.74 Billion
Q2 2024 Jul 30, 2024	SELL	$245.29 - $268.7 $3.2 Million - $3.51 Million	-13,049 Reduced 25.1%	38,945 $10.2 Billion
Q1 2024 Apr 30, 2024	BUY	$239.5 - $270.8 $12.4 Million - $14.1 Million	51,914 Added 64892.5%	51,994 $14.1 Billion
Q4 2023 Mar 04, 2024	BUY	$204.07 - $257.57 $8,162 - $10,302	40 Added 100.0%	80 $20.2 Million
Q3 2023 Dec 01, 2023	BUY	$221.24 - $254.04 $8,849 - $10,161	40 New	40 $8.97 Million
Q1 2023 May 26, 2023	SELL	$212.51 - $245.01 $70,553 - $81,343	-332 Closed	0 $0
Q3 2020 Nov 17, 2020	BUY	$203.91 - $230.98 $67,698 - $76,685	332 New	332 $73,000

Others Institutions Holding IWO

# of Institutions

1,058

Shares Held

32.3M

Call Options Held

178K

Put Options Held

176K

View Full List

About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
Sector ETFs
Industry ETFs

More about IWO

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 Gwt ETF Transaction History