Compass Ion Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History

Compass Ion Advisors, LLC

  • $759 Million
  • Q3 2024

A detailed history of Compass Ion Advisors, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 2,960 shares of IUSV stock, worth $274,392. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,960
Previous 2,927 1.13%
Holding current value
$274,392
Previous $257,000 9.73%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 18, 2024
BUY
$87.56 - $95.49 $2,889 - $3,151
33 Added 1.13%
2,960 $282,000
Q1 2024

Apr 17, 2024
BUY
$82.87 - $90.44 $3,729 - $4,069
45 Added 1.56%
2,927 $264,000
Q3 2023

Nov 02, 2023
BUY
$74.38 - $81.04 $214,363 - $233,557
2,882 New
2,882 $215,000

Others Institutions Holding IUSV

# of Institutions
730
Shares Held
163M
Call Options Held
2.8K
Put Options Held
2K
View Full List

About ISHARES CORE S&P U.S. VALUE ET

IUSV Quotes by TradingView
  • Ticker IUSV
  • Sector ETFs
  • Industry ETFs
More about IUSV
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.

Choose your preferred platform and Sign Up 👇 Telegram Email