A detailed history of Ethos Financial Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Ethos Financial Group, LLC holds 85,396 shares of SHV stock, worth $9.44 Million. This represents 1.79% of its overall portfolio holdings.

Number of Shares
85,396
Previous 83,062 2.81%
Holding current value
$9.44 Million
Previous $9.15 Million 3.19%
% of portfolio
1.79%
Previous 1.95%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

BUY
$110.11 - $110.57 $256,996 - $258,070
2,334 Added 2.81%
85,396 $9.44 Million
Q4 2023

Feb 07, 2024

SELL
$109.86 - $110.59 $396,155 - $398,787
-3,606 Reduced 4.16%
83,062 $9.15 Million
Q3 2023

Nov 13, 2023

BUY
$109.99 - $110.5 $122,638 - $123,207
1,115 Added 1.3%
86,668 $9.57 Million
Q1 2023

Apr 20, 2023

SELL
$109.94 - $110.5 $832,795 - $837,037
-7,575 Reduced 8.13%
85,553 $9.45 Million
Q4 2022

Feb 09, 2023

BUY
$109.74 - $110.1 $10.2 Million - $10.3 Million
93,128 New
93,128 $10.2 Billion

Others Institutions Holding SHV

About ISHARES TR


  • Ticker SHV
  • Sector ETFs
  • Industry ETFs
More about SHV
Track This Portfolio

Track Ethos Financial Group, LLC Portfolio

Follow Ethos Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ethos Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ethos Financial Group, LLC with notifications on news.