Fortress Financial Group, LLC Ishares S&P 500 Value ETF Transaction History
Fortress Financial Group, LLC
- $118 Billion
- Q2 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 $738,387. This represents 0.6% of its overall portfolio holdings.
Number of Shares
3,646
Previous 3,646
-0.0%
Holding current value
$738,387
Previous $695 Million
2.54%
% of portfolio
0.6%
Previous 0.69%
Shares
1 transactions
Others Institutions Holding IVE
# of Institutions
1,710Shares Held
166MCall Options Held
93.3KPut Options Held
41K-
Envestnet Asset Management Inc21MShares$4.25 Billion1.26% of portfolio
-
Jpmorgan Chase & CO New York, NY17.8MShares$3.6 Billion0.27% of portfolio
-
Morgan Stanley New York, NY14.1MShares$2.86 Billion0.19% of portfolio
-
Bank Of America Corp Charlotte, NC8.32MShares$1.69 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.91MShares$1.6 Billion0.55% of portfolio