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Ishares Tr shares owned by Compass Ion Advisors

Quarter-by-quarter ownership of Ishares Tr (IBTK) shares owned by Compass Ion Advisors from 13F filings

Historical chart of Compass Ion Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Compass Ion Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Compass Ion Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $541k 27k 20.05
2024-06-30 $524k 27k 19.42
2024-03-31 $524k 27k 19.42
2023-12-31 $532k 27k 19.72

More positions owned by Compass Ion Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Total Usd (IUSB)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Tr Core Div Grwth (DGRO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Etf Ser Solutions Aptus Defined (DRSK)
Microstrategy Cl A New (MSTR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Compass Ion Advisors

Top funds holding Ishares Tr

Wells Fargo & Company
Atwood & Palmer
Bank of America Corporation
Waycross Investment Management
Envestnet Asset Management
Confluence Investment Management
Raymond James & Associates
Legacy Private Trust
Krilogy Financial
Probity Advisors
Trust
Royal Bank of Canada
Cetera Investment Advisers
Stockman Asset Management
LPL Financial

View all funds holding Ishares Tr