Compass Ion Advisors, LLC Ishares S&P Midcap 400 Value E Transaction History
Compass Ion Advisors, LLC
- $660 Million
- Q2 2024
A detailed history of Compass Ion Advisors, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 1,771 shares of IJJ stock, worth $218,382. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,771
Previous 1,771
-0.0%
Holding current value
$218,382
Previous $209,000
4.31%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding IJJ
# of Institutions
788Shares Held
42.2MCall Options Held
100Put Options Held
0-
Morgan Stanley New York, NY4.01MShares$494 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.67MShares$453 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.42MShares$298 Million0.02% of portfolio
-
Ubs Group Ag1.91MShares$235 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.75MShares$216 Million0.07% of portfolio