Ethos Financial Group, LLC Ishares Core S&P Sm Cap ETF Transaction History

Ethos Financial Group, LLC

  • $568 Million
  • Q2 2024

A detailed history of Ethos Financial Group, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Ethos Financial Group, LLC holds 7,746 shares of IJR stock, worth $855,778. This represents 0.15% of its overall portfolio holdings.

Number of Shares
7,746
Previous 5,633 37.51%
Holding current value
$855,778
Previous $623,000 32.58%
% of portfolio
0.15%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
$102.13 - $110.88 $215,800 - $234,289
2,113 Added 37.51%
7,746 $826,000
Q1 2024

May 08, 2024
BUY
$102.35 - $110.52 $16,171 - $17,462
158 Added 2.89%
5,633 $623,000
Q4 2023

Feb 07, 2024
BUY
$87.61 - $110.11 $27,159 - $34,134
310 Added 6.0%
5,475 $593,000
Q3 2023

Nov 13, 2023
BUY
$92.9 - $105.16 $479,828 - $543,151
5,165 New
5,165 $487,000

Others Institutions Holding IJR

# of Institutions
2,475
Shares Held
489M
Call Options Held
727K
Put Options Held
97.4K
View Full List

About ISHARES CORE S&P SM CAP ETF

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