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 $8.34 Million. This represents 1.52% of its overall portfolio holdings.

Number of Shares

83,816

Previous 85,750 2.26%

Holding current value

$8.34 Million

Previous $7.94 Million 1.13%

% of portfolio

1.52%

Previous 1.4%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,816

Shares Held

414M

Call Options Held

355K

Put Options Held

454K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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