A detailed history of Compass Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Compass Wealth Management LLC holds 575 shares of IYH stock, worth $34,408. This represents 0.01% of its overall portfolio holdings.

Number of Shares
575
Previous 575 -0.0%
Holding current value
$34,408
Previous $35.2 Million 6.09%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 05, 2024

BUY
$60.83 - $309.78 $27,981 - $142,498
460 Added 400.0%
575 $35.6 Million
Q4 2022

Feb 17, 2023

BUY
$50.9 - $291.18 $5,853 - $33,485
115 New
115 $32.6 Million

Others Institutions Holding IYH

About ISHARES TR


  • Ticker IYH
  • Sector ETFs
  • Industry ETFs
More about IYH
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