Compass Wealth Management LLC Ishares Core S&P 500 ETF Transaction History

Compass Wealth Management LLC

  • $405 Billion
  • Q2 2024

A detailed history of Compass Wealth Management LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Compass Wealth Management LLC holds 1,079 shares of IVV stock, worth $619,130. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,079
Previous 1,079 -0.0%
Holding current value
$619,130
Previous $567 Million 4.09%
% of portfolio
0.15%
Previous 0.14%

Shares

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

Jan 04, 2024
BUY
$412.55 - $479.0 $209,987 - $243,811
509 Added 89.3%
1,079 $515 Million
Q4 2022

Feb 17, 2023
BUY
$357.98 - $409.32 $204,048 - $233,312
570 New
570 $219 Million

Others Institutions Holding IVV

# of Institutions
3,326
Shares Held
659M
Call Options Held
715K
Put Options Held
951K
View Full List

About ISHARES CORE S&P 500 ETF

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