Compass Financial Services Inc Ishares Tr Russell 200 Growth Transaction History
Compass Financial Services Inc
- $206 Billion
- Q2 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 3,432 shares of IWY stock, worth $936,009. This represents 0.41% of its overall portfolio holdings.
Number of Shares
3,432
Previous 2,500
37.28%
Holding current value
$936,009
Previous $527 Million
60.42%
% of portfolio
0.41%
Previous 0.28%
Shares
3 transactions
Others Institutions Holding IWY
# of Institutions
637Shares Held
52.8MCall Options Held
6.8KPut Options Held
4.8K-
Tiaa Trust, National Association Charlotte, NC6.1MShares$1.66 Billion3.95% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.62 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.03MShares$1.37 Billion5.08% of portfolio
-
First Citizens Bank & Trust CO4.82MShares$1.31 Billion18.31% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.41MShares$657 Million0.15% of portfolio