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

Ethos Financial Group, LLC

$923 Million
Q1 2025

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 13,329 shares of IVV stock, worth $7.76 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares

13,329

Previous 13,466 1.02%

Holding current value

$7.76 Million

Previous $7.93 Million 5.53%

% of portfolio

0.81%

Previous 1.19%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$554.06 - $615.85 $75,906 - $84,371	-137 Reduced 1.02%	13,329 $7.49 Million
Q4 2024 Feb 06, 2025	BUY	$570.51 - $610.59 $1.43 Million - $1.53 Million	2,500 Added 22.8%	13,466 $7.93 Million
Q3 2024 Nov 07, 2024	BUY	$520.18 - $576.82 $116,000 - $128,630	223 Added 2.08%	10,966 $6.33 Million
Q2 2024 Aug 12, 2024	BUY	$497.53 - $549.64 $439,318 - $485,332	883 Added 8.96%	10,743 $5.92 Million
Q1 2024 May 08, 2024	BUY	$469.56 - $525.73 $56,347 - $63,087	120 Added 1.23%	9,860 $5.42 Million
Q4 2023 Feb 07, 2024	BUY	$412.55 - $479.0 $343,241 - $398,528	832 Added 9.34%	9,740 $4.65 Million
Q3 2023 Nov 13, 2023	BUY	$427.76 - $460.18 $331,086 - $356,179	774 Added 9.52%	8,908 $3.83 Million
Q1 2023 Apr 20, 2023	BUY	$381.13 - $418.66 $72,795 - $79,964	191 Added 2.4%	8,134 $3.34 Million
Q4 2022 Feb 09, 2023	BUY	$357.98 - $409.32 $2.84 Million - $3.25 Million	7,943 New	7,943 $3.05 Billion

Others Institutions Holding IVV

# of Institutions

3,918

Shares Held

822M

Call Options Held

15.3M

Put Options Held

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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