Ethos Financial Group, LLC Ishares Tr Transaction History

Ethos Financial Group, LLC

  • $1.1 Billion
  • Q3 2025

A detailed history of Ethos Financial Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Ethos Financial Group, LLC holds 2,042 shares of IYM stock, worth $295,722. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,042
Previous 2,042 -0.0%
Holding current value
$295,722
Previous $285,000 5.96%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
SELL
$116.16 - $140.01 $41,236 - $49,703
-355 Reduced 14.81%
2,042 $285,000
Q1 2025

May 13, 2025
BUY
$128.53 - $142.03 $308,086 - $340,445
2,397 New
2,397 $323,000

Others Institutions Holding IYM

# of Institutions
213
Shares Held
2.09M
Call Options Held
1.8K
Put Options Held
0
View Full List

About ISHARES TR

IYM Quotes by TradingView
  • Ticker IYM
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYM
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.

Choose your preferred platform and Sign Up 👇 Telegram Email