Ethos Financial Group, LLC Ishares Barclays 20+ Year Trea Transaction History

Ethos Financial Group, LLC

$665 Million
Q4 2024

A detailed history of Ethos Financial Group, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Ethos Financial Group, LLC holds 9,813 shares of TLT stock, worth $890,529. This represents 0.13% of its overall portfolio holdings.

Number of Shares

9,813

Previous 92,001 89.33%

Holding current value

$890,529

Previous $9.03 Million 90.52%

% of portfolio

0.13%

Previous 1.71%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$87.1 - $98.49 $7.16 Million - $8.09 Million	-82,188 Reduced 89.33%	9,813 $856,000
Q3 2024 Nov 07, 2024	BUY	$89.91 - $101.33 $247,072 - $278,454	2,748 Added 3.08%	92,001 $9.03 Million
Q2 2024 Aug 12, 2024	BUY	$87.78 - $94.67 $441,094 - $475,716	5,025 Added 5.97%	89,253 $8.19 Million
Q1 2024 May 08, 2024	BUY	$92.18 - $98.72 $417,667 - $447,300	4,531 Added 5.69%	84,228 $7.97 Million
Q4 2023 Feb 07, 2024	BUY	$82.77 - $100.51 $6.25 Million - $7.59 Million	75,562 Added 1827.38%	79,697 $7.88 Million
Q3 2023 Nov 13, 2023	BUY	$88.41 - $102.95 $365,575 - $425,698	4,135 New	4,135 $366,000

Others Institutions Holding TLT

# of Institutions

1,426

Shares Held

412M

Call Options Held

175M

Put Options Held

153M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

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Ethos Financial Group, LLC Ishares Barclays 20+ Year Trea Transaction History