Fortis Group Advisors, LLC Ishares Tr Transaction History

Fortis Group Advisors, LLC

  • $581 Billion
  • Q3 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 4,361 shares of SHV stock, worth $480,974. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,361
Previous 7,440 41.38%
Holding current value
$480,974
Previous $822 Million 41.35%
% of portfolio
0.08%
Previous 0.15%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
SELL
$110.06 - $110.49 $338,874 - $340,198
-3,079 Reduced 41.38%
4,361 $482 Million
Q2 2025

Aug 08, 2025
SELL
$110.06 - $110.46 $166,850 - $167,457
-1,516 Reduced 16.93%
7,440 $822 Million
Q1 2025

May 02, 2025
SELL
$110.11 - $110.51 $456,075 - $457,732
-4,142 Reduced 31.62%
8,956 $989 Million
Q4 2024

Jan 31, 2025
SELL
$109.92 - $110.57 $621,048 - $624,720
-5,650 Reduced 30.14%
13,098 $1.44 Billion
Q3 2024

Oct 21, 2024
SELL
$110.05 - $110.63 $736,124 - $740,004
-6,689 Reduced 26.3%
18,748 $2.07 Billion
Q2 2024

Jul 30, 2024
SELL
$110.04 - $110.51 $382,499 - $384,132
-3,476 Reduced 12.02%
25,437 $2.81 Billion
Q1 2024

Apr 30, 2024
SELL
$110.11 - $110.57 $6.78 Million - $6.8 Million
-61,544 Reduced 68.04%
28,913 $3.2 Billion
Q3 2023

Dec 01, 2023
SELL
$109.99 - $110.5 $731,213 - $734,604
-6,648 Reduced 6.85%
90,457 $10 Billion
Q2 2023

Jul 18, 2023
BUY
$110.0 - $110.45 $160,820 - $161,477
1,462 Added 1.53%
97,105 $10.7 Billion
Q1 2023

May 26, 2023
BUY
$109.94 - $110.5 $458,449 - $460,785
4,170 Added 4.56%
95,643 $10.6 Billion
Q3 2020

Nov 17, 2020
BUY
$110.7 - $110.74 $10.1 Million - $10.1 Million
91,473 New
91,473 $10.1 Million

Others Institutions Holding SHV

# of Institutions
782
Shares Held
101M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

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