A detailed history of Compass Ion Advisors, LLC transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 3,269 shares of IJT stock, worth $468,447. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,269
Previous 3,286 0.52%
Holding current value
$468,447
Previous $422,000 7.82%
% of portfolio
0.06%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

SELL
$127.29 - $141.5 $2,163 - $2,405
-17 Reduced 0.52%
3,269 $455,000
Q1 2024

Apr 17, 2024

BUY
$119.97 - $130.73 $119 - $130
1 Added 0.03%
3,286 $429,000
Q4 2023

Jan 23, 2024

SELL
$103.08 - $127.26 $1,030 - $1,272
-10 Reduced 0.3%
3,285 $411,000
Q3 2023

Nov 02, 2023

BUY
$108.37 - $120.85 $357,079 - $398,200
3,295 New
3,295 $361,000

Others Institutions Holding IJT

About ISHARES S&P SMALL CAP 600 GROW


  • Ticker IJT
  • Sector ETFs
  • Industry ETFs
More about IJT
Track This Portfolio

Track Compass Ion Advisors, LLC Portfolio

Follow Compass Ion Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Compass Ion Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Compass Ion Advisors, LLC with notifications on news.