Ethos Financial Group, LLC Ishares Tr Russell 200 Growth Transaction History
Ethos Financial Group, LLC
- $568 Million
- Q2 2024
A detailed history of Ethos Financial Group, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Ethos Financial Group, LLC holds 36,601 shares of IWY stock, worth $8.03 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
36,601
Previous 35,993
1.69%
Holding current value
$8.03 Million
Previous $7.02 Million
11.82%
% of portfolio
1.38%
Previous 1.33%
Shares
4 transactions
Others Institutions Holding IWY
# of Institutions
513Shares Held
53.5MCall Options Held
5.4KPut Options Held
600-
Tiaa Trust, National Association Charlotte, NC6.28MShares$1.38 Billion4.16% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.3 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.58MShares$1.22 Billion4.59% of portfolio
-
First Citizens Bank & Trust CO5.26MShares$1.15 Billion17.93% of portfolio
-
Envestnet Asset Management Inc2.85MShares$625 Million0.22% of portfolio