Fortis Advisors, LLC Ishares S&P 500 Value ETF Transaction History

Fortis Advisors, LLC

  • $142 Million
  • Q3 2025

A detailed history of Fortis Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Fortis Advisors, LLC holds 1,129 shares of IVE stock, worth $236,649. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,129
Previous 1,068 5.71%
Holding current value
$236,649
Previous $208,000 12.02%
% of portfolio
0.16%
Previous 0.16%

Shares

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

Nov 07, 2025
BUY
$194.44 - $206.51 $11,860 - $12,597
61 Added 5.71%
1,129 $233,000
Q2 2025

Jul 23, 2025
BUY
$168.34 - $195.42 $179,787 - $208,708
1,068 New
1,068 $208,000
Q2 2024

Aug 08, 2024
BUY
$176.58 - $186.7 $31,254 - $33,045
177 Added 45.04%
570 $103,000
Q1 2024

May 13, 2024
BUY
$171.09 - $186.81 $67,238 - $73,416
393 New
393 $73,000

Others Institutions Holding IVE

# of Institutions
1,766
Shares Held
168M
Call Options Held
67.9K
Put Options Held
38.7K
View Full List

About ISHARES S&P 500 VALUE ETF

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