Compass Financial Group, Inc. Ishares Barclays Transaction History
Compass Financial Group, Inc.
- $194 Million
- Q4 2024
A detailed history of Compass Financial Group, Inc. transactions in Ishares Barclays stock. As of the latest transaction made, Compass Financial Group, Inc. holds 72,423 shares of IEF stock, worth $6.68 Million. This represents 3.45% of its overall portfolio holdings.
Number of Shares
72,423
Previous 74,820
3.2%
Holding current value
$6.68 Million
Previous $7.34 Million
8.8%
% of portfolio
3.45%
Previous 3.65%
Shares
5 transactions
Others Institutions Holding IEF
# of Institutions
1,074Shares Held
307MCall Options Held
13.2MPut Options Held
16.5M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa49.2MShares$4.54 Billion1.84% of portfolio
-
Jpmorgan Chase & CO New York, NY26.7MShares$2.47 Billion0.2% of portfolio
-
Wealthfront Advisers LLC15.6MShares$1.44 Billion1.2% of portfolio
-
Morgan Stanley New York, NY14.1MShares$1.3 Billion0.1% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN13.2MShares$1.21 Billion0.34% of portfolio