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 8,074 shares of SHV stock, worth $890,481. This represents 0.63% of its overall portfolio holdings.

Number of Shares
8,074
Previous 7,991 1.04%
Holding current value
$890,481
Previous $882,000 1.13%
% of portfolio
0.63%
Previous 0.67%

Shares

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

Nov 07, 2025
BUY
$110.06 - $110.49 $9,134 - $9,170
83 Added 1.04%
8,074 $892,000
Q2 2025

Jul 23, 2025
BUY
$110.06 - $110.46 $9,134 - $9,168
83 Added 1.05%
7,991 $882,000
Q1 2025

Apr 17, 2025
BUY
$110.11 - $110.51 $6,056 - $6,078
55 Added 0.7%
7,908 $873,000
Q4 2024

Jan 13, 2025
BUY
$109.92 - $110.57 $12,860 - $12,936
117 Added 1.51%
7,853 $864,000
Q3 2024

Nov 07, 2024
BUY
$110.05 - $110.63 $10,894 - $10,952
99 Added 1.3%
7,736 $855,000
Q2 2024

Dec 05, 2024
SELL
$110.04 - $110.51 $10,893 - $10,940
-99 Reduced 1.28%
7,637 $843,000
Q2 2024

Aug 08, 2024
BUY
$110.04 - $110.51 $10,783 - $10,829
98 Added 1.3%
7,637 $843,000
Q1 2024

Dec 05, 2024
BUY
$110.11 - $110.57 $6,826 - $6,855
62 Added 0.83%
7,539 $833,000
Q1 2024

May 13, 2024
BUY
$110.11 - $110.57 $6,826 - $6,855
62 Added 0.83%
7,539 $833,000
Q4 2023

Dec 05, 2024
SELL
$109.86 - $110.59 $28,453 - $28,642
-259 Reduced 3.35%
7,477 $823,000
Q4 2023

Feb 13, 2024
BUY
$109.86 - $110.59 $14,281 - $14,376
130 Added 1.77%
7,477 $823,000
Q3 2023

Dec 05, 2024
SELL
$109.99 - $110.5 $42,786 - $42,984
-389 Reduced 5.03%
7,347 $811,000
Q3 2023

Nov 13, 2023
BUY
$109.99 - $110.5 $9,789 - $9,834
89 Added 1.23%
7,347 $811,000
Q2 2023

Dec 04, 2024
SELL
$110.0 - $110.45 $52,580 - $52,795
-478 Reduced 6.18%
7,258 $801,000
Q2 2023

Aug 14, 2023
BUY
$110.0 - $110.45 $9,240 - $9,277
84 Added 1.17%
7,258 $801,000
Q1 2023

May 09, 2023
SELL
$109.94 - $110.5 $95,208 - $95,693
-866 Reduced 10.77%
7,174 $792,000
Q4 2022

Feb 14, 2023
BUY
$109.74 - $110.1 $451,799 - $453,281
4,117 Added 104.95%
8,040 $883,000
Q3 2022

Nov 10, 2022
BUY
$109.92 - $110.13 $1,428 - $1,431
13 Added 0.33%
3,923 $432,000
Q2 2022

Aug 15, 2022
BUY
$109.96 - $110.28 $439 - $441
4 Added 0.1%
3,910 $431,000
Q4 2020

Feb 11, 2021
BUY
$110.51 - $110.7 $663 - $664
6 Added 0.15%
3,906 $432,000
Q3 2020

Nov 13, 2020
SELL
$110.7 - $110.74 $1.16 Million - $1.16 Million
-10,457 Reduced 72.84%
3,900 $432,000
Q2 2020

Aug 13, 2020
BUY
$110.71 - $110.94 $13,838 - $13,867
125 Added 0.88%
14,357 $1.59 Million
Q1 2020

May 14, 2020
BUY
$110.45 - $111.07 $30,042 - $30,211
272 Added 1.95%
14,232 $1.58 Million
Q4 2019

Feb 14, 2020
BUY
$110.39 - $110.72 $161,279 - $161,761
1,461 Added 11.69%
13,960 $1.54 Million
Q3 2019

Nov 14, 2019
BUY
$110.45 - $110.67 $7,731 - $7,746
70 Added 0.56%
12,499 $1.38 Million
Q2 2019

Aug 12, 2019
BUY
$110.35 - $110.67 $217,168 - $217,798
1,968 Added 18.81%
12,429 $1.38 Million
Q1 2019

May 15, 2019
BUY
$110.31 - $110.57 $1.15 Million - $1.16 Million
10,461 New
10,461 $1.16 Million

About ISHARES TR

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