Compass Wealth Management LLC Ishares Russell 1000 Gr ETF Transaction History
Compass Wealth Management LLC
- $405 Billion
- Q2 2024
A detailed history of Compass Wealth Management LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Compass Wealth Management LLC holds 1,440 shares of IWF stock, worth $539,640. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,440
Previous 1,440
-0.0%
Holding current value
$539,640
Previous $485 Million
8.15%
% of portfolio
0.13%
Previous 0.12%
Shares
6 transactions
Others Institutions Holding IWF
# of Institutions
2,145Shares Held
203MCall Options Held
396KPut Options Held
84.5K-
Bank Of America Corp Charlotte, NC30.2MShares$11.3 Billion0.99% of portfolio
-
Morgan Stanley New York, NY26.1MShares$9.76 Billion0.75% of portfolio
-
Goldman Sachs Group Inc New York, NY9.53MShares$3.57 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY7MShares$2.62 Billion0.22% of portfolio
-
Ubs Group Ag6.23MShares$2.33 Billion0.57% of portfolio