Compass Ion Advisors, LLC Ishares Russell2000 Val ETF Transaction History
Compass Ion Advisors, LLC
- $759 Million
- Q3 2024
A detailed history of Compass Ion Advisors, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 1,478 shares of IWN stock, worth $246,752. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,478
Previous 1,478
-0.0%
Holding current value
$246,752
Previous $225,000
9.33%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding IWN
# of Institutions
1,061Shares Held
58.7MCall Options Held
987KPut Options Held
207K-
Bank Of America Corp Charlotte, NC6.32MShares$1.05 Billion0.09% of portfolio
-
Morgan Stanley New York, NY5.19MShares$867 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.73MShares$456 Million1.37% of portfolio
-
Jones Financial Companies Lllp2.58MShares$432 Million0.44% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$417 Million1.27% of portfolio