Ethos Financial Group, LLC Ishares Barclays 0 5 Year Tips Transaction History

Ethos Financial Group, LLC

$923 Million
Q1 2025

A detailed history of Ethos Financial Group, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Ethos Financial Group, LLC holds 81,943 shares of STIP stock, worth $8.43 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares

81,943

Previous 81,690 0.31%

Holding current value

$8.43 Million

Previous $8.22 Million 3.16%

% of portfolio

0.92%

Previous 1.24%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$100.59 - $103.47 $25,449 - $26,177	253 Added 0.31%	81,943 $8.48 Million
Q4 2024 Feb 06, 2025	SELL	$100.24 - $101.35 $4.65 Million - $4.71 Million	-46,427 Reduced 36.24%	81,690 $8.22 Million
Q3 2024 Nov 07, 2024	BUY	$98.99 - $101.51 $449,810 - $461,261	4,544 Added 3.68%	128,117 $13 Million
Q2 2024 Aug 12, 2024	BUY	$98.69 - $99.57 $220,374 - $222,339	2,233 Added 1.84%	123,573 $12.3 Million
Q1 2024 May 08, 2024	SELL	$98.36 - $99.47 $80,163 - $81,068	-815 Reduced 0.67%	121,340 $12.1 Million
Q4 2023 Feb 07, 2024	BUY	$96.33 - $98.68 $5.93 Million - $6.08 Million	61,608 Added 101.75%	122,155 $12 Million
Q3 2023 Nov 13, 2023	BUY	$96.73 - $97.56 $1.11 Million - $1.12 Million	11,448 Added 23.32%	60,547 $5.87 Million
Q1 2023 Apr 20, 2023	SELL	$96.86 - $99.23 $2.51 Million - $2.57 Million	-25,901 Reduced 34.53%	49,099 $4.87 Million
Q4 2022 Feb 09, 2023	BUY	$96.57 - $98.11 $7.24 Million - $7.36 Million	75,000 New	75,000 $7.27 Billion

Others Institutions Holding STIP

# of Institutions

779

Shares Held

68.4M

Call Options Held

Put Options Held

420

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About ISHARES BARCLAYS 0-5 YEAR TIPS

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Ethos Financial Group, LLC Ishares Barclays 0 5 Year Tips Transaction History