Compass Ion Advisors, LLC Ishares Russell 2000 ETF Transaction History

Compass Ion Advisors, LLC

  • $660 Million
  • Q2 2024

A detailed history of Compass Ion Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 5,428 shares of IWM stock, worth $1.2 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
5,428
Previous 5,428 -0.0%
Holding current value
$1.2 Million
Previous $1.14 Million 3.51%
% of portfolio
0.17%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024
BUY
$189.48 - $210.3 $22,927 - $25,446
121 Added 2.28%
5,428 $1.14 Million
Q4 2023

Jan 23, 2024
BUY
$162.21 - $204.82 $28,548 - $36,048
176 Added 3.43%
5,307 $1.07 Million
Q3 2023

Nov 02, 2023
BUY
$174.36 - $198.71 $894,641 - $1.02 Million
5,131 New
5,131 $906,000

Others Institutions Holding IWM

# of Institutions
2,545
Shares Held
294M
Call Options Held
232M
Put Options Held
363M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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