Ethos Financial Group, LLC Ishares Tr Russell 200 ETF Transaction History
Ethos Financial Group, LLC
- $529 Million
- Q1 2024
A detailed history of Ethos Financial Group, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Ethos Financial Group, LLC holds 3,572 shares of IWL stock, worth $478,469. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,572
Previous 2,976
20.03%
Holding current value
$478,469
Previous $343,000
32.36%
% of portfolio
0.09%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding IWL
# of Institutions
151Shares Held
6.52MCall Options Held
3.5KPut Options Held
0-
Tompkins Financial Corp667KShares$89.4 Million9.61% of portfolio
-
Morgan Stanley New York, NY585KShares$78.4 Million0.01% of portfolio
-
Gilbert & Cook, Inc.543KShares$72.8 Million9.52% of portfolio
-
Bank Of America Corp Charlotte, NC403KShares$53.9 Million0.0% of portfolio
-
Mc Kinley Carter Wealth Services, Inc.384KShares$51.5 Million3.33% of portfolio