Compass Ion Advisors, LLC Ishares Tr Transaction History

Compass Ion Advisors, LLC

  • $759 Million
  • Q3 2024

A detailed history of Compass Ion Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 5,156 shares of DVY stock, worth $713,229. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,156
Previous 5,156 -0.0%
Holding current value
$713,229
Previous $623,000 11.72%
% of portfolio
0.09%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024
SELL
$113.31 - $123.18 $33,879 - $36,830
-299 Reduced 5.48%
5,156 $635,000
Q3 2023

Nov 02, 2023
BUY
$107.44 - $118.16 $586,085 - $644,562
5,455 New
5,455 $587,000

Others Institutions Holding DVY

# of Institutions
1,359
Shares Held
70.5M
Call Options Held
1.1M
Put Options Held
383K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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