Fortis Group Advisors, LLC Ishares Russell 2000 ETF Transaction History

Fortis Group Advisors, LLC

  • $581 Billion
  • Q3 2025

A detailed history of Fortis Group Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 31,779 shares of IWM stock, worth $7.55 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares
31,779
Previous 25,449 24.87%
Holding current value
$7.55 Million
Previous $5.58 Billion 40.15%
% of portfolio
1.35%
Previous 1.01%

Shares

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

Nov 07, 2025
BUY
$214.92 - $244.84 $1.36 Million - $1.55 Million
6,330 Added 24.87%
31,779 $7.82 Billion
Q2 2025

Aug 08, 2025
BUY
$174.82 - $215.79 $2.52 Million - $3.11 Million
14,391 Added 130.14%
25,449 $5.58 Billion
Q1 2025

May 02, 2025
SELL
$198.1 - $229.79 $949,691 - $1.1 Million
-4,794 Reduced 30.24%
11,058 $2.21 Billion
Q4 2024

Jan 31, 2025
BUY
$216.13 - $242.4 $1.9 Million - $2.13 Million
8,780 Added 124.15%
15,852 $3.5 Billion
Q3 2024

Oct 21, 2024
BUY
$200.87 - $224.6 $248,877 - $278,279
1,239 Added 21.24%
7,072 $1.56 Billion
Q2 2024

Jul 30, 2024
SELL
$192.84 - $209.44 $262,455 - $285,047
-1,361 Reduced 18.92%
5,833 $1.18 Billion
Q1 2024

Apr 30, 2024
BUY
$189.48 - $210.3 $877,102 - $973,478
4,629 Added 180.47%
7,194 $1.51 Billion
Q3 2023

Dec 01, 2023
SELL
$174.36 - $198.71 $4.01 Million - $4.58 Million
-23,027 Reduced 89.98%
2,565 $458 Million
Q2 2023

Jul 18, 2023
BUY
$170.4 - $187.93 $3.93 Million - $4.33 Million
23,058 Added 909.94%
25,592 $4.79 Billion
Q1 2023

May 26, 2023
SELL
$170.25 - $198.32 $649,844 - $756,987
-3,817 Reduced 60.1%
2,534 $444 Million
Q3 2020

Nov 17, 2020
BUY
$139.07 - $158.46 $883,233 - $1.01 Million
6,351 New
6,351 $951,000

Others Institutions Holding IWM

# of Institutions
3,034
Shares Held
284M
Call Options Held
196M
Put Options Held
483M
View Full List

About ISHARES RUSSELL 2000 ETF

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