A detailed history of Fortis Group Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 160 shares of IYJ stock, worth $22,934. This represents 0.0% of its overall portfolio holdings.

Number of Shares
160
Previous 160 -0.0%
Holding current value
$22,934
Previous $19.1 Million 11.92%
% of portfolio
0.0%
Previous 0.0%

Shares

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

About ISHARES TR


  • 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.