Fortis Group Advisors, LLC Ishares Russell2000 Val ETF Transaction History
Fortis Group Advisors, LLC
- $537 Billion
- Q4 2024
A detailed history of Fortis Group Advisors, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 20,717 shares of IWN stock, worth $2.89 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
20,717
Previous 20,450
1.31%
Holding current value
$2.89 Million
Previous $3.41 Billion
0.3%
% of portfolio
0.63%
Previous 0.63%
Shares
4 transactions
Others Institutions Holding IWN
# of Institutions
1,140Shares Held
61.5MCall Options Held
540KPut Options Held
149K-
Bank Of America Corp Charlotte, NC6.72MShares$936 Million0.09% of portfolio
-
Morgan Stanley New York, NY5.48MShares$764 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.74MShares$381 Million1.36% of portfolio
-
Jones Financial Companies Lllp2.73MShares$380 Million0.43% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$348 Million1.27% of portfolio