Fortis Group Advisors, LLC Ishares Dj Us Tech ETF Transaction History

Fortis Group Advisors, LLC

$537 Billion
Q4 2024

A detailed history of Fortis Group Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 12,098 shares of IYW stock, worth $1.79 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

12,098

Previous 8,917 35.67%

Holding current value

$1.79 Million

Previous $1.35 Billion 42.75%

% of portfolio

0.36%

Previous 0.25%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$148.14 - $166.23 $471,233 - $528,777	3,181 Added 35.67%	12,098 $1.93 Billion
Q3 2024 Oct 21, 2024	BUY	$133.16 - $158.73 $35,553 - $42,380	267 Added 3.09%	8,917 $1.35 Billion
Q2 2024 Jul 30, 2024	BUY	$124.75 - $153.46 $378,491 - $465,597	3,034 Added 54.02%	8,650 $1.3 Billion
Q1 2024 Apr 30, 2024	SELL	$117.5 - $136.59 $11,985 - $13,932	-102 Reduced 1.78%	5,616 $758 Million
Q4 2023 Mar 04, 2024	BUY	$101.31 - $123.31 $18,235 - $22,195	180 Added 3.25%	5,718 $542 Million
Q3 2023 Dec 01, 2023	BUY	$103.39 - $113.67 $18,300 - $20,119	177 Added 3.3%	5,538 $516 Million
Q2 2023 Jul 18, 2023	BUY	$88.68 - $109.37 $266 - $328	3 Added 0.06%	5,361 $584 Million
Q1 2023 May 26, 2023	BUY	$72.54 - $92.81 $262,667 - $336,065	3,621 Added 208.46%	5,358 $499 Million
Q3 2020 Nov 17, 2020	BUY	$67.71 - $82.47 $117,612 - $143,250	1,737 New	1,737 $523,000

Others Institutions Holding IYW

# of Institutions

1,241

Shares Held

84.2M

Call Options Held

118K

Put Options Held

73.1K

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About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

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Fortis Group Advisors, LLC Ishares Dj Us Tech ETF Transaction History