Compass Financial Group, Inc. Ishares Barclays Transaction History
Compass Financial Group, Inc.
- $201 Million
- Q3 2024
A detailed history of Compass Financial Group, Inc. transactions in Ishares Barclays stock. As of the latest transaction made, Compass Financial Group, Inc. holds 74,820 shares of IEF stock, worth $7.01 Million. This represents 3.65% of its overall portfolio holdings.
Number of Shares
74,820
Previous 74,365
0.61%
Holding current value
$7.01 Million
Previous $6.96 Million
5.41%
% of portfolio
3.65%
Previous 3.57%
Shares
4 transactions
Others Institutions Holding IEF
# of Institutions
1,018Shares Held
242MCall Options Held
17.5MPut Options Held
14.1M-
Morgan Stanley New York, NY20.4MShares$1.91 Billion0.15% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa20.4MShares$1.91 Billion0.83% of portfolio
-
Jpmorgan Chase & CO New York, NY20.2MShares$1.89 Billion0.17% of portfolio
-
Envestnet Asset Management Inc12.9MShares$1.21 Billion0.43% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.3MShares$1.06 Billion0.29% of portfolio