Ethos Financial Group, LLC Ishares Barclays 0 5 Year Tips Transaction History
Ethos Financial Group, LLC
- $1.2 Billion
- Q4 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 135,670 shares of STIP stock, worth $14 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
135,670
Previous 117,695
15.27%
Holding current value
$14 Million
Previous $12.2 Million
14.73%
% of portfolio
1.16%
Previous 1.1%
Shares
12 transactions
Others Institutions Holding STIP
# of Institutions
842Shares Held
80.1MCall Options Held
5.6KPut Options Held
0-
Betterment LLC New York, NY4.14MShares$426 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.32MShares$342 Million0.11% of portfolio
-
Envestnet Asset Management Inc3.32MShares$342 Million0.11% of portfolio
-
Personal Capital Advisors Corp2.47MShares$254 Million1.16% of portfolio
-
Modera Wealth Management, LLC2.28MShares$234 Million2.83% of portfolio