Compass Ion Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Compass Ion Advisors, LLC

  • $773 Million
  • Q4 2024

A detailed history of Compass Ion Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 2,372 shares of IWR stock, worth $218,129. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,372
Previous 2,355 0.72%
Holding current value
$218,129
Previous $207,000 0.97%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$87.25 - $95.52 $1,483 - $1,623
17 Added 0.72%
2,372 $209,000
Q3 2024

Oct 18, 2024
BUY
$79.92 - $88.19 $188,211 - $207,687
2,355 New
2,355 $207,000

Others Institutions Holding IWR

# of Institutions
1,487
Shares Held
361M
Call Options Held
126K
Put Options Held
26.6K
View Full List

About ISHARES RUSSELL MID-CAP ETF

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