Fortis Group Advisors, LLC Ishares Tr Transaction History

Fortis Group Advisors, LLC

$515 Billion
Q1 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 9,797 shares of IAK stock, worth $1.3 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

9,797

Previous 19,730 50.34%

Holding current value

$1.3 Million

Previous $2.5 Billion 45.89%

% of portfolio

0.26%

Previous 0.46%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$121.85 - $137.9 $1.21 Million - $1.37 Million	-9,933 Reduced 50.34%	9,797 $1.35 Billion
Q4 2024 Jan 31, 2025	BUY	$123.78 - $138.16 $390,525 - $435,894	3,155 Added 19.03%	19,730 $2.5 Billion
Q3 2024 Oct 21, 2024	SELL	$112.0 - $130.47 $5.39 Million - $6.28 Million	-48,112 Reduced 74.38%	16,575 $2.14 Billion
Q2 2024 Jul 30, 2024	BUY	$109.54 - $117.86 $983,669 - $1.06 Million	8,980 Added 16.12%	64,687 $7.3 Billion
Q1 2024 Apr 30, 2024	BUY	$101.06 - $117.39 $5.63 Million - $6.54 Million	55,707 New	55,707 $6.54 Billion

Others Institutions Holding IAK

# of Institutions

176

Shares Held

3.87M

Call Options Held

400

Put Options Held

1.7K

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About ISHARES TR

Ticker IAK
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Fortis Group Advisors, LLC Ishares Tr Transaction History