Compass Ion Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History
Compass Ion Advisors, LLC
- $958 Million
- Q3 2025
A detailed history of Compass Ion Advisors, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 2,960 shares of IUSV stock, worth $299,907. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,960
Previous 2,960
-0.0%
Holding current value
$299,907
Previous $280,000
5.36%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding IUSV
# of Institutions
834Shares Held
192MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC80.2MShares$8.13 Billion0.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.8MShares$1.6 Billion0.49% of portfolio
-
Morgan Stanley New York, NY9.08MShares$920 Million0.06% of portfolio
-
Jones Financial Companies Lllp6.13MShares$621 Million0.42% of portfolio
-
Envestnet Asset Management Inc5.81MShares$589 Million0.18% of portfolio