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

Compass Ion Advisors, LLC

  • $958 Million
  • Q3 2025

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 $293,247. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,960
Previous 2,960 -0.0%
Holding current value
$293,247
Previous $280,000 5.36%
% of portfolio
0.03%
Previous 0.03%

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
821
Shares Held
183M
Call Options Held
0
Put Options Held
0
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
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