Ethos Financial Group, LLC Ishares Tr Russell 200 ETF Transaction History
Ethos Financial Group, LLC
- $528 Million
- Q3 2024
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
Others Institutions Holding IWL
# of Institutions
166Shares Held
7.17MCall Options Held
0Put Options Held
0-
Tompkins Financial Corp1.01MShares$149 Million13.68% of portfolio
-
Morgan Stanley New York, NY743KShares$109 Million0.01% of portfolio
-
Gilbert & Cook, Inc.507KShares$74.6 Million9.92% of portfolio
-
Bank Of America Corp Charlotte, NC412KShares$60.7 Million0.0% of portfolio
-
Mc Kinley Carter Wealth Services, Inc.377KShares$55.5 Million3.28% of portfolio