Ethos Financial Group, LLC Ishares Russell 2000 ETF Transaction History

Ethos Financial Group, LLC

  • $528 Million
  • Q3 2024

A detailed history of Ethos Financial Group, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Ethos Financial Group, LLC holds 7,056 shares of IWM stock, worth $1.58 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
7,056
Previous 6,025 17.11%
Holding current value
$1.58 Million
Previous $1.37 Million 13.56%
% of portfolio
0.3%
Previous 0.24%

Shares

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

Nov 07, 2024
BUY
$200.87 - $224.6 $207,096 - $231,562
1,031 Added 17.11%
7,056 $1.56 Million
Q2 2024

Aug 12, 2024
BUY
$192.84 - $209.44 $1.16 Million - $1.26 Million
6,025 New
6,025 $1.37 Million
Q3 2023

Nov 13, 2023
BUY
$174.36 - $198.71 $206,790 - $235,670
1,186 New
1,186 $209,000

Others Institutions Holding IWM

# of Institutions
2,663
Shares Held
308M
Call Options Held
232M
Put Options Held
524M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Ethos Financial Group, LLC Portfolio

Follow Ethos Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ethos Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ethos Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email