Ethos Financial Group, LLC Ishares Tr Russell 200 ETF Transaction History

Ethos Financial Group, LLC

$665 Million
Q4 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 3,193 shares of IWL stock, worth $436,355. This represents 0.07% of its overall portfolio holdings.

Number of Shares

3,193

Previous 3,213 0.62%

Holding current value

$436,355

Previous $451,000 2.44%

% of portfolio

0.07%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$138.92 - $149.97 $2,778 - $2,999	-20 Reduced 0.62%	3,193 $462,000
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

# of Institutions

197

Shares Held

7.48M

Call Options Held

Put Options Held

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About ISHARES TR RUSSELL 200 ETF

Ticker IWL
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Ethos Financial Group, LLC Ishares Tr Russell 200 ETF Transaction History