Compass Financial Services Inc Ishares S&P 500 Value ETF Transaction History
Compass Financial Services Inc
- $226 Billion
- Q3 2025
A detailed history of Compass Financial Services Inc transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Compass Financial Services Inc holds 1,885 shares of IVE stock, worth $395,114. This represents 0.17% of its overall portfolio holdings.
Number of Shares
1,885
Previous 1,885
-0.0%
Holding current value
$395,114
Previous $368 Million
5.68%
% of portfolio
0.17%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding IVE
# of Institutions
1,765Shares Held
168MCall Options Held
67.9KPut Options Held
38.7K-
Envestnet Asset Management Inc22.1MShares$4.64 Billion1.41% of portfolio
-
Jpmorgan Chase & CO New York, NY17.9MShares$3.76 Billion0.24% of portfolio
-
Morgan Stanley New York, NY14.2MShares$2.98 Billion0.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.55MShares$1.79 Billion0.55% of portfolio
-
Bank Of America Corp Charlotte, NC8.4MShares$1.76 Billion0.12% of portfolio