Compass Wealth Management, Llc/Ga Ishares Tr Transaction History

Compass Wealth Management, Llc/Ga

  • $226 Billion
  • Q3 2025

A detailed history of Compass Wealth Management, Llc/Ga transactions in Ishares Tr stock. As of the latest transaction made, Compass Wealth Management, Llc/Ga holds 108,465 shares of MBB stock, worth $10.3 Million. This represents 4.57% of its overall portfolio holdings.

Number of Shares
108,465
Previous 86,908 24.8%
Holding current value
$10.3 Million
Previous $8.16 Billion 26.48%
% of portfolio
4.57%
Previous 4.37%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$92.46 - $95.73 $1.99 Million - $2.06 Million
21,557 Added 24.8%
108,465 $10.3 Billion
Q2 2025

Aug 14, 2025
BUY
$91.41 - $94.22 $7.94 Million - $8.19 Million
86,908 New
86,908 $8.16 Billion

Others Institutions Holding MBB

# of Institutions
1,072
Shares Held
395M
Call Options Held
130K
Put Options Held
272K
View Full List

About ISHARES TR

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