Ethos Financial Group, LLC Ishares S&P 500 Growth ETF Transaction History

Ethos Financial Group, LLC

  • $528 Million
  • Q3 2024

A detailed history of Ethos Financial Group, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Ethos Financial Group, LLC holds 83,816 shares of IVW stock, worth $8.61 Million. This represents 1.52% of its overall portfolio holdings.

Number of Shares
83,816
Previous 85,750 2.26%
Holding current value
$8.61 Million
Previous $7.94 Million 1.13%
% of portfolio
1.52%
Previous 1.4%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
SELL
$84.77 - $97.13 $163,945 - $187,849
-1,934 Reduced 2.26%
83,816 $8.03 Million
Q2 2024

Aug 12, 2024
SELL
$79.31 - $93.31 $101,040 - $118,876
-1,274 Reduced 1.46%
85,750 $7.94 Million
Q1 2024

May 08, 2024
BUY
$72.87 - $85.14 $14,719 - $17,198
202 Added 0.23%
87,024 $7.35 Million
Q4 2023

Feb 07, 2024
BUY
$65.78 - $75.4 $5.71 Million - $6.55 Million
86,822 New
86,822 $6.52 Million

Others Institutions Holding IVW

# of Institutions
1,824
Shares Held
417M
Call Options Held
355K
Put Options Held
454K
View Full List

About ISHARES S&P 500 GROWTH ETF

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
Track This Portfolio

Track Ethos Financial Group, LLC Portfolio

Follow Ethos Financial Group, 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 Ethos Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ethos Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email