Fortis Advisors, LLC Ishares Tr Transaction History

Fortis Advisors, LLC

$142 Million
Q3 2025

A detailed history of Fortis Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Fortis Advisors, LLC holds 15,775 shares of IEFA stock, worth $1.4 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares

15,775

Previous 9,066 74.0%

Holding current value

$1.4 Million

Previous $756,000 82.14%

% of portfolio

0.97%

Previous 0.58%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$81.7 - $87.53 $548,125 - $587,238	6,709 Added 74.0%	15,775 $1.38 Million
Q2 2025 Jul 23, 2025	BUY	$67.83 - $84.09 $431,127 - $534,476	6,356 Added 234.54%	9,066 $756,000
Q1 2025 Apr 17, 2025	BUY	$69.57 - $78.65 $188,534 - $213,141	2,710 New	2,710 $205,000
Q3 2024 Nov 07, 2024	BUY	$70.09 - $78.74 $38,970 - $43,779	556 Added 14.59%	4,368 $340,000
Q2 2024 Dec 05, 2024	SELL	$70.77 - $76.19 $39,348 - $42,361	-556 Reduced 12.73%	3,812 $276,000

Q2 2024 Aug 08, 2024	BUY	$70.77 - $76.19 $29,369 - $31,618	415 Added 12.22%	3,812 $276,000
Q1 2024 Dec 05, 2024	SELL	$68.14 - $74.43 $66,163 - $72,271	-971 Reduced 22.23%	3,397 $252,000
Q1 2024 May 13, 2024	BUY	$68.14 - $74.43 $56,692 - $61,925	832 Added 32.44%	3,397 $252,000
Q4 2023 Feb 13, 2024	BUY	$61.3 - $70.47 $54,557 - $62,718	890 Added 53.13%	2,565 $180,000
Q3 2023 Nov 13, 2023	BUY	$64.04 - $69.58 $90,040 - $97,829	1,406 Added 522.68%	1,675 $107,000
Q2 2023 Aug 14, 2023	BUY	$66.03 - $69.1 $330 - $345	5 Added 1.89%	269 $18,000
Q1 2023 May 09, 2023	BUY	$62.17 - $67.7 $4,476 - $4,874	72 Added 37.5%	264 $17,000
Q4 2022 Feb 14, 2023	BUY	$52.35 - $63.65 $10,051 - $12,220	192 New	192 $11,000
Q1 2021 May 13, 2021	SELL	$68.58 - $73.12 $16,802 - $17,914	-245 Closed	0 $0
Q4 2020 Feb 11, 2021	BUY	$58.13 - $69.71 $14,241 - $17,078	245 New	245 $17,000
Q2 2020 Aug 13, 2020	SELL	$47.43 - $60.75 $205,798 - $263,594	-4,339 Closed	0 $0
Q1 2020 May 14, 2020	BUY	$43.31 - $66.12 $187,922 - $286,894	4,339 New	4,339 $216,000
Q3 2019 Nov 14, 2019	SELL	$57.44 - $62.42 $53,132 - $57,738	-925 Closed	0 $0
Q3 2018 Nov 14, 2018	SELL	$61.82 - $65.16 $9,396 - $9,904	-152 Reduced 14.11%	925 $59,000
Q2 2018 Aug 14, 2018	BUY	$62.74 - $67.79 $58,034 - $62,705	925 Added 608.55%	1,077 $68,000
Q4 2017 Feb 14, 2018	SELL	$64.09 - $66.44 $98,890 - $102,516	-1,543 Reduced 91.03%	152 $10,000
Q3 2017 Nov 14, 2017	BUY	$62.19 - $64.17 $105,412 - $108,768	1,695	1,695 $109,000

Others Institutions Holding IEFA

# of Institutions

2,414

Shares Held

1.6B

Call Options Held

111K

Put Options Held

25.4K

View Full List

About ISHARES TR

Ticker IEFA
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Fortis Advisors, LLC Ishares Tr Transaction History