Fortis Group Advisors, LLC Ishares U.S. Consumer Staples Transaction History

Fortis Group Advisors, LLC

  • $515 Billion
  • Q1 2025

A detailed history of Fortis Group Advisors, LLC transactions in Ishares U.S. Consumer Staples stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 126 shares of IYK stock, worth $8,969. This represents 0.0% of its overall portfolio holdings.

Number of Shares
126
Previous 252 50.0%
Holding current value
$8,969
Previous $16.5 Million 45.44%
% 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
$63.29 - $71.8 $7,974 - $9,046
-126 Reduced 50.0%
126 $9.02 Million
Q1 2024

Apr 30, 2024
BUY
$65.5 - $197.39 $5,502 - $16,580
84 Added 50.0%
252 $17 Million
Q4 2023

Mar 04, 2024
BUY
$178.71 - $194.11 $15,011 - $16,305
84 Added 100.0%
168 $32.2 Million
Q3 2023

Dec 01, 2023
BUY
$186.51 - $205.29 $15,666 - $17,244
84 New
84 $15.7 Million
Q1 2023

May 26, 2023
SELL
$190.43 - $204.74 $15,996 - $17,198
-84 Closed
0 $0
Q3 2020

Nov 17, 2020
BUY
$127.97 - $154.59 $10,749 - $12,985
84 New
84 $12,000

Others Institutions Holding IYK

# of Institutions
274
Shares Held
11.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES U.S. CONSUMER STAPLES

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