Compass Ion Advisors, LLC Ishares Barclays Transaction History

Compass Ion Advisors, LLC

$851 Million
Q2 2025

A detailed history of Compass Ion Advisors, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 3,015 shares of IEF stock, worth $285,641. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,015

Holding current value

$285,641

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 11, 2025	BUY	$93.15 - $96.56 $280,847 - $291,128	3,015 New	3,015 $288,000

Others Institutions Holding IEF

# of Institutions

1,137

Shares Held

306M

Call Options Held

13M

Put Options Held

4.14M

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

55M
Shares

$5.21 Billion
2.31% of portfolio
Jpmorgan Chase & CO New York, NY

28.1M
Shares

$2.66 Billion
0.21% of portfolio
Envestnet Asset Management Inc

12.4M
Shares

$1.17 Billion
0.4% of portfolio
Ameriprise Financial Inc Minneapolis, MN

11.2M
Shares

$1.06 Billion
0.3% of portfolio
Morgan Stanley New York, NY

11.1M
Shares

$1.05 Billion
0.08% of portfolio

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About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

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Compass Ion Advisors, LLC Ishares Barclays Transaction History