Compass Financial Services Inc Ishares S&P 500 Value ETF Transaction History
Compass Financial Services Inc
- $206 Billion
- Q2 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 $387,631. This represents 0.18% of its overall portfolio holdings.
Number of Shares
1,885
Previous 1,878
0.37%
Holding current value
$387,631
Previous $358 Million
2.92%
% of portfolio
0.18%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding IVE
# of Institutions
1,708Shares Held
166MCall Options Held
93.3KPut Options Held
41K-
Envestnet Asset Management Inc21MShares$4.32 Billion1.26% of portfolio
-
Jpmorgan Chase & CO New York, NY17.8MShares$3.66 Billion0.27% of portfolio
-
Morgan Stanley New York, NY14.1MShares$2.91 Billion0.19% of portfolio
-
Bank Of America Corp Charlotte, NC8.32MShares$1.71 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.91MShares$1.63 Billion0.55% of portfolio