Fortis Advisors, LLC Ishares S&P 500 Growth ETF Transaction History
Fortis Advisors, LLC
- $128 Million
- Q4 2024
A detailed history of Fortis Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Fortis Advisors, LLC holds 3,095 shares of IVW stock, worth $330,205. This represents 0.25% of its overall portfolio holdings.
Number of Shares
3,095
Previous 2,735
13.16%
Holding current value
$330,205
Previous $261,000
20.31%
% of portfolio
0.25%
Previous 0.2%
Shares
11 transactions
Others Institutions Holding IVW
# of Institutions
1,999Shares Held
428MCall Options Held
183KPut Options Held
101K-
Envestnet Asset Management Inc45.7MShares$4.88 Billion1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$4.79 Billion0.37% of portfolio
-
Morgan Stanley New York, NY32.6MShares$3.48 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.98 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.9MShares$1.91 Billion0.77% of portfolio