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

Ethos Financial Group, LLC

$665 Million
Q4 2024

A detailed history of Ethos Financial Group, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Ethos Financial Group, LLC holds 33,838 shares of IWY stock, worth $7.84 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares

33,838

Previous 1,501 2154.36%

Holding current value

$7.84 Million

Previous $330,000 2312.42%

% of portfolio

1.2%

Previous 0.06%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$216.72 - $244.71 $7.01 Million - $7.91 Million	32,337 Added 2154.36%	33,838 $7.96 Million
Q3 2024 Nov 07, 2024	SELL	$194.66 - $225.97 $6.83 Million - $7.93 Million	-35,100 Reduced 95.9%	1,501 $330,000
Q2 2024 Aug 12, 2024	BUY	$183.56 - $216.15 $111,604 - $131,419	608 Added 1.69%	36,601 $7.85 Million
Q1 2024 May 08, 2024	BUY	$170.38 - $196.82 $5.92 Million - $6.84 Million	34,735 Added 2761.13%	35,993 $7.02 Million
Q4 2023 Feb 07, 2024	SELL	$149.01 - $175.92 $23,841 - $28,147	-160 Reduced 11.28%	1,258 $220,000
Q3 2023 Nov 13, 2023	BUY	$152.69 - $164.44 $216,514 - $233,175	1,418 New	1,418 $218,000

Others Institutions Holding IWY

# of Institutions

609

Shares Held

57.7M

Call Options Held

3.4K

Put Options Held

2.2K

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About ISHARES TR RUSSELL 200 GROWTH

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