Compass Wealth Management LLC Ishares Inc Transaction History

Compass Wealth Management LLC

$448 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 31, 2025	BUY	N/A	775 New	775 $219 Million
Q1 2025 Apr 29, 2025	BUY	N/A	17 New	17 $918,000

Others Institutions Holding IEMG

# of Institutions

2,225

Shares Held

1.46B

Call Options Held

93.6K

Put Options Held

15.7K

Bank Of America Corp Charlotte, NC

175M
Shares

$9.4 Billion
0.71% of portfolio
Morgan Stanley New York, NY

96.7M
Shares

$5.18 Billion
0.35% of portfolio
Creative Planning Overland Park, KS

73.2M
Shares

$3.93 Billion
3.38% of portfolio
Envestnet Asset Management Inc

70.1M
Shares

$3.76 Billion
1.16% of portfolio
Wells Fargo & Company San Francisco, CA

57.5M
Shares

$3.08 Billion
0.61% of portfolio

About ISHARES INC

Ticker IEMG
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