Ethos Financial Group, LLC Ishares Core S&P 500 ETF Transaction History
Ethos Financial Group, LLC
- $529 Million
- Q1 2024
A detailed history of Ethos Financial Group, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Ethos Financial Group, LLC holds 9,860 shares of IVV stock, worth $5.4 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
9,860
Previous 9,740
1.23%
Holding current value
$5.4 Million
Previous $4.65 Million
16.4%
% of portfolio
1.02%
Previous 0.99%
Shares
5 transactions
Others Institutions Holding IVV
# of Institutions
3,263Shares Held
621MCall Options Held
796KPut Options Held
612K-
Black Rock Inc. New York, NY63.6MShares$34.9 Billion0.79% of portfolio
-
Northwestern Mutual Wealth Management CO32.3MShares$17.7 Billion17.47% of portfolio
-
Envestnet Asset Management Inc29.7MShares$16.3 Billion5.94% of portfolio
-
Bank Of America Corp Charlotte, NC23.5MShares$12.9 Billion1.17% of portfolio
-
Creative Planning Overland Park, KS20.6MShares$11.3 Billion12.02% of portfolio