Fortress Financial Group, LLC Ishares S&P 500 Value ETF Transaction History
Fortress Financial Group, LLC
- $100 Billion
- Q1 2025
A detailed history of Fortress Financial Group, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Fortress Financial Group, LLC holds 3,646 shares of IVE stock, worth $686,067. This represents 0.69% of its overall portfolio holdings.
Number of Shares
3,646
Previous 3,646
-0.0%
Holding current value
$686,067
Previous $696 Million
0.16%
% of portfolio
0.69%
Previous 0.69%
Shares
1 transactions
Others Institutions Holding IVE
# of Institutions
1,696Shares Held
160MCall Options Held
124KPut Options Held
51.5K-
Envestnet Asset Management Inc18.6MShares$3.51 Billion1.19% of portfolio
-
Jpmorgan Chase & CO New York, NY17.8MShares$3.34 Billion0.27% of portfolio
-
Morgan Stanley New York, NY13.8MShares$2.6 Billion0.19% of portfolio
-
Bank Of America Corp Charlotte, NC8.58MShares$1.61 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.98MShares$1.31 Billion0.54% of portfolio