A detailed history of Ethos Financial Group, LLC transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Ethos Financial Group, LLC holds 135,340 shares of TIP stock, worth $14.7 Million. This represents 2.83% of its overall portfolio holdings.

Number of Shares
135,340
Previous 128,206 5.56%
Holding current value
$14.7 Million
Previous $13.7 Million 9.21%
% of portfolio
2.83%
Previous 2.41%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

BUY
$105.92 - $110.83 $755,633 - $790,661
7,134 Added 5.56%
135,340 $15 Million
Q2 2024

Aug 12, 2024

BUY
$105.01 - $107.23 $771,403 - $787,711
7,346 Added 6.08%
128,206 $13.7 Million
Q1 2024

May 08, 2024

BUY
$105.69 - $108.04 $570,303 - $582,983
5,396 Added 4.67%
120,860 $13.2 Million
Q4 2023

Feb 07, 2024

BUY
$102.12 - $107.97 $566,051 - $598,477
5,543 Added 5.04%
115,464 $12.4 Million
Q3 2023

Nov 13, 2023

BUY
$103.4 - $107.7 $3.29 Million - $3.42 Million
31,772 Added 40.66%
109,921 $11.4 Million
Q1 2023

Apr 20, 2023

BUY
$106.24 - $110.25 $160,741 - $166,808
1,513 Added 1.97%
78,149 $8.62 Million
Q4 2022

Feb 09, 2023

BUY
$104.91 - $110.18 $8.04 Million - $8.44 Million
76,636 New
76,636 $8.16 Billion

Others Institutions Holding TIP

About ISHARES TR TIPS BD ETF


  • Ticker TIP
  • Sector ETFs
  • Industry ETFs
More about TIP
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.