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

Fortis Group Advisors, LLC

  • $537 Billion
  • Q4 2024

A detailed history of Fortis Group Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 100 shares of IVE stock, worth $19,558. This represents 0.0% of its overall portfolio holdings.

Number of Shares
100
Previous 100 -0.0%
Holding current value
$19,558
Previous $19.7 Million 3.19%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
SELL
$171.09 - $186.81 $17,109 - $18,681
-100 Reduced 50.0%
100 $18.7 Million
Q4 2023

Mar 04, 2024
BUY
$147.64 - $174.21 $14,763 - $17,421
100 Added 100.0%
200 $34.8 Million
Q3 2023

Dec 01, 2023
BUY
$153.33 - $166.75 $15,333 - $16,675
100 New
100 $15.4 Million
Q1 2023

May 26, 2023
SELL
$144.21 - $159.47 $442,436 - $489,253
-3,068 Closed
0 $0
Q3 2020

Nov 17, 2020
BUY
$106.77 - $118.22 $327,570 - $362,698
3,068 New
3,068 $344,000

Others Institutions Holding IVE

# of Institutions
1,621
Shares Held
142M
Call Options Held
83.1K
Put Options Held
28K
View Full List

About ISHARES S&P 500 VALUE ETF

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
Track This Portfolio

Track Fortis Group Advisors, LLC Portfolio

Follow Fortis Group Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fortis Group Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fortis Group Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email