Compass Ion Advisors, LLC Ishares Tr Transaction History
Compass Ion Advisors, LLC
- $660 Million
- Q1 2024
A detailed history of Compass Ion Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 10,095 shares of SHV stock, worth $1.12 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
10,095
Previous 10,370
2.65%
Holding current value
$1.12 Million
Previous $1.14 Million
2.36%
% of portfolio
0.17%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding SHV
# of Institutions
710Shares Held
94.4MCall Options Held
0Put Options Held
0-
Milliman Financial Risk Management LLC Chicago, IL18.2MShares$2.01 Billion31.24% of portfolio
-
Black Rock Inc. New York, NY8.06MShares$890 Million0.02% of portfolio
-
Morgan Stanley New York, NY5.65MShares$624 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA3.48MShares$385 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC3.35MShares$370 Million0.04% of portfolio