Compass Wealth Management LLC Ishares Tr Transaction History

Compass Wealth Management LLC

  • $392 Billion
  • Q1 2025

A detailed history of Compass Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Compass Wealth Management LLC holds 1,000 shares of IYF stock, worth $124,470. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,000
Previous 1,000 -0.0%
Holding current value
$124,470
Previous $111 Million 2.05%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 27, 2023
SELL
$68.91 - $74.74 $10,336 - $11,211
-150 Reduced 13.04%
1,000 $74.6 Million
Q4 2022

Feb 17, 2023
BUY
$67.64 - $80.38 $77,786 - $92,437
1,150 New
1,150 $86.8 Million

Others Institutions Holding IYF

# of Institutions
475
Shares Held
20.9M
Call Options Held
45.1K
Put Options Held
38.5K
View Full List

About ISHARES TR

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