Compass Financial Services Inc Ishares Tr Russell 200 Growth Transaction History
Compass Financial Services Inc
- $226 Billion
- Q3 2025
A detailed history of Compass Financial Services Inc transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Compass Financial Services Inc holds 3,433 shares of IWY stock, worth $947,679. This represents 0.42% of its overall portfolio holdings.
Number of Shares
3,433
Previous 3,432
0.03%
Holding current value
$947,679
Previous $846 Million
11.05%
% of portfolio
0.42%
Previous 0.41%
Shares
4 transactions
Others Institutions Holding IWY
# of Institutions
671Shares Held
55MCall Options Held
6KPut Options Held
2.7K-
Tiaa, Fsb St. Louis, MO5.94MShares$1.64 Billion3.41% of portfolio
-
Tiaa Trust, National Association Charlotte, NC5.94MShares$1.64 Billion4.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA4.79MShares$1.32 Billion5.5% of portfolio
-
First Citizens Bank & Trust CO4.58MShares$1.26 Billion22.42% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.18MShares$878 Million0.21% of portfolio