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 $3.13 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
20,717
Previous 20,450 1.31%
Holding current value
$3.13 Million
Previous $3.41 Billion 0.3%
% of portfolio
0.63%
Previous 0.63%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$162.69 - $181.35 $43,438 - $48,420
267 Added 1.31%
20,717 $3.4 Billion
Q3 2024

Oct 21, 2024
BUY
$150.05 - $171.34 $3.07 Million - $3.5 Million
20,450 New
20,450 $3.41 Billion
Q1 2023

May 26, 2023
SELL
$130.78 - $156.96 $392,340 - $470,880
-3,000 Closed
0 $0
Q3 2020

Nov 17, 2020
BUY
$91.58 - $108.28 $274,740 - $324,840
3,000 New
3,000 $297,000

Others Institutions Holding IWN

# of Institutions
1,148
Shares Held
60.2M
Call Options Held
540K
Put Options Held
149K
View Full List

About ISHARES RUSSELL2000 VAL ETF

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