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
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 23, 2024

BUY
$125.51 - $158.2 $125 - $158
1 Added 0.07%
1,478 $229,000
Q3 2023

Nov 02, 2023

BUY
$133.8 - $151.24 $197,622 - $223,381
1,477 New
1,477 $200,000

Others Institutions Holding IWN

About ISHARES RUSSELL2000 VAL ETF


  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
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.