Fortis Group Advisors, LLC Ishares Tr Transaction History

Fortis Group Advisors, LLC

  • $551 Billion
  • Q2 2025

A detailed history of Fortis Group Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 80 shares of IYJ stock, worth $11,763. This represents 0.0% of its overall portfolio holdings.

Number of Shares
80
Previous 80 -0.0%
Holding current value
$11,763
Previous $10.4 Million 9.32%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 02, 2025
SELL
$127.48 - $142.0 $10,198 - $11,360
-80 Reduced 50.0%
80 $10.4 Million
Q1 2024

Apr 30, 2024
SELL
$111.23 - $125.71 $17,796 - $20,113
-160 Reduced 50.0%
160 $20.1 Million
Q4 2023

Mar 04, 2024
BUY
$95.31 - $114.66 $15,249 - $18,345
160 Added 100.0%
320 $36.6 Million
Q3 2023

Dec 01, 2023
BUY
$100.31 - $109.74 $16,049 - $17,558
160 New
160 $16.1 Million
Q1 2023

May 26, 2023
SELL
$95.26 - $104.26 $7,620 - $8,340
-80 Closed
0 $0
Q3 2020

Nov 17, 2020
BUY
$74.42 - $87.03 $5,953 - $6,962
80 New
80 $13,000

Others Institutions Holding IYJ

# of Institutions
354
Shares Held
8.09M
Call Options Held
9.2K
Put Options Held
2.8K
View Full List

About ISHARES TR

IYJ Quotes by TradingView
  • Ticker IYJ
  • Sector ETFs
  • Industry ETFs
More about IYJ
Track This Portfolio

Track Fortis Group Advisors, LLC Portfolio

Follow Fortis Group Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email