Compass Financial Group, Inc. Ishares Barclays Transaction History
Compass Financial Group, Inc.
- $184 Million
- Q2 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 70,900 shares of IEF stock, worth $6.83 Million. This represents 3.69% of its overall portfolio holdings.
Number of Shares
70,900
Previous 71,223
0.45%
Holding current value
$6.83 Million
Previous $6.79 Million
0.03%
% of portfolio
3.69%
Previous 3.78%
Shares
7 transactions
Others Institutions Holding IEF
# of Institutions
1,178Shares Held
306MCall Options Held
21.8MPut Options Held
4.72M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa57.7MShares$5.56 Billion2.23% of portfolio
-
Jpmorgan Chase & CO New York, NY28.1MShares$2.71 Billion0.21% of portfolio
-
Morgan Stanley New York, NY12.5MShares$1.21 Billion0.08% of portfolio
-
Envestnet Asset Management Inc12.4MShares$1.2 Billion0.37% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.7MShares$1.12 Billion0.29% of portfolio