A detailed history of Ethos Financial Group, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Ethos Financial Group, LLC holds 3,213 shares of IWL stock, worth $472,857. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,213
Previous 3,128 2.72%
Holding current value
$472,857
Previous $419,000 7.64%
% of portfolio
0.09%
Previous 0.07%

Shares

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

Nov 07, 2024

BUY
$126.32 - $140.44 $10,737 - $11,937
85 Added 2.72%
3,213 $451,000
Q2 2024

Aug 12, 2024

SELL
$120.51 - $134.58 $53,506 - $59,753
-444 Reduced 12.43%
3,128 $419,000
Q1 2024

May 08, 2024

BUY
$113.2 - $127.12 $67,467 - $75,763
596 Added 20.03%
3,572 $454,000
Q4 2023

Feb 07, 2024

SELL
$99.76 - $115.49 $32,222 - $37,303
-323 Reduced 9.79%
2,976 $343,000
Q3 2023

Nov 13, 2023

BUY
$103.05 - $110.14 $40,395 - $43,174
392 Added 13.48%
3,299 $341,000
Q1 2023

Apr 20, 2023

BUY
$89.07 - $98.04 $258,926 - $285,002
2,907 New
2,907 $282,000

Others Institutions Holding IWL

About ISHARES TR RUSSELL 200 ETF


  • Ticker IWL
  • Sector ETFs
  • Industry ETFs
More about IWL
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