Compass Financial Group, Inc. Ishares Barclays Transaction History

Compass Financial Group, Inc.

$180 Million
Q1 2025

A detailed history of Compass Financial Group, Inc. transactions in Ishares Barclays stock. As of the latest transaction made, Compass Financial Group, Inc. holds 71,223 shares of IEF stock, worth $6.68 Million. This represents 3.78% of its overall portfolio holdings.

Number of Shares

71,223

Previous 72,423 1.66%

Holding current value

$6.68 Million

Previous $6.7 Million 1.45%

% of portfolio

3.78%

Previous 3.45%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$91.17 - $95.39 $109,404 - $114,468	-1,200 Reduced 1.66%	71,223 $6.79 Million
Q4 2024 Feb 05, 2025	SELL	$92.08 - $98.18 $220,715 - $235,337	-2,397 Reduced 3.2%	72,423 $6.7 Million
Q3 2024 Nov 04, 2024	BUY	$92.67 - $99.14 $42,164 - $45,108	455 Added 0.61%	74,820 $7.34 Million
Q2 2024 Aug 02, 2024	BUY	$91.24 - $94.6 $33,850 - $35,096	371 Added 0.5%	74,365 $6.96 Million
Q1 2024 May 02, 2024	SELL	$93.54 - $96.82 $12,721 - $13,167	-136 Reduced 0.18%	73,994 $7 Million
Q4 2023 Feb 02, 2024	BUY	$88.95 - $97.0 $6.59 Million - $7.19 Million	74,130 New	74,130 $7.15 Million

Others Institutions Holding IEF

# of Institutions

1,139

Shares Held

306M

Call Options Held

13M

Put Options Held

7.14M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

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Compass Financial Group, Inc. Ishares Barclays Transaction History