Fortis Group Advisors, LLC Ishares U.S. Consumer Staples Transaction History

Fortis Group Advisors, LLC

  • $581 Billion
  • Q3 2025

A detailed history of Fortis Group Advisors, LLC transactions in Ishares U.S. Consumer Staples stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 126 shares of IYK stock, worth $8,561. This represents 0.0% of its overall portfolio holdings.

Number of Shares
126
Previous 126 -0.0%
Holding current value
$8,561
Previous $8.88 Million 2.96%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
SELL
$63.29 - $71.8 $7,974 - $9,046
-126 Reduced 50.0%
126 $9.02 Million
Q1 2024

Apr 30, 2024
BUY
$65.5 - $197.39 $5,502 - $16,580
84 Added 50.0%
252 $17 Million
Q4 2023

Mar 04, 2024
BUY
$178.71 - $194.11 $15,011 - $16,305
84 Added 100.0%
168 $32.2 Million
Q3 2023

Dec 01, 2023
BUY
$186.51 - $205.29 $15,666 - $17,244
84 New
84 $15.7 Million
Q1 2023

May 26, 2023
SELL
$190.43 - $204.74 $15,996 - $17,198
-84 Closed
0 $0
Q3 2020

Nov 17, 2020
BUY
$127.97 - $154.59 $10,749 - $12,985
84 New
84 $12,000

Others Institutions Holding IYK

# of Institutions
277
Shares Held
10.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES U.S. CONSUMER STAPLES

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