Ethos Financial Group, LLC Ishares Barclays 0 5 Year Tips Transaction History
Ethos Financial Group, LLC
- $1.01 Billion
- Q2 2025
A detailed history of Ethos Financial Group, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Ethos Financial Group, LLC holds 117,700 shares of STIP stock, worth $12.1 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
117,700
Previous 81,943
43.64%
Holding current value
$12.1 Million
Previous $8.48 Million
42.86%
% of portfolio
1.21%
Previous 0.92%
Shares
10 transactions
Others Institutions Holding STIP
# of Institutions
790Shares Held
71.5MCall Options Held
3KPut Options Held
0-
Betterment LLC New York, NY3.82MShares$394 Million0.94% of portfolio
-
Envestnet Asset Management Inc3.25MShares$334 Million0.1% of portfolio
-
Personal Capital Advisors Corp2.47MShares$255 Million1.16% of portfolio
-
Modera Wealth Management, LLC2.03MShares$209 Million2.64% of portfolio
-
Ritholtz Wealth Management2.02MShares$209 Million4.68% of portfolio