Compass Ion Advisors, LLC Ishares Tr Core Growth Allocat Transaction History
Compass Ion Advisors, LLC
- $781 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding AOR
# of Institutions
392Shares Held
16.1MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY1.62MShares$96.3 Million0.0% of portfolio
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Jpmorgan Chase & CO New York, NY679KShares$40.4 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC606KShares$36.1 Million0.0% of portfolio
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Mesirow Financial Investment Management, Inc.603KShares$35.9 Million0.71% of portfolio
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Morgan Stanley New York, NY535KShares$31.9 Million0.0% of portfolio