Compass Wealth Management LLC Ishares Tr Transaction History

Compass Wealth Management LLC

  • $425 Billion
  • Q3 2024

A detailed history of Compass Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Compass Wealth Management LLC holds 1,000 shares of IYF stock, worth $110,460. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,000
Previous 1,000 -0.0%
Holding current value
$110,460
Previous $94.6 Million 9.87%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 27, 2023
SELL
$68.91 - $74.74 $10,336 - $11,211
-150 Reduced 13.04%
1,000 $74.6 Million
Q4 2022

Feb 17, 2023
BUY
$67.64 - $80.38 $77,786 - $92,437
1,150 New
1,150 $86.8 Million

Others Institutions Holding IYF

# of Institutions
409
Shares Held
18M
Call Options Held
19.7K
Put Options Held
3.9K
View Full List

About ISHARES TR

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

Track Compass Wealth Management LLC Portfolio

Follow Compass Wealth Management 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 Compass Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Compass Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email