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

Fortis Group Advisors, LLC

  • $541 Billion
  • Q3 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 $19,399. This represents 0.0% of its overall portfolio holdings.

Number of Shares
100
Previous 100 -0.0%
Holding current value
$19,399
Previous $18.2 Million 8.33%
% 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
1,532
Shares Held
139M
Call Options Held
91.7K
Put Options Held
29.4K
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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