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Ishares Tr shares owned by Compass Ion Advisors

Quarter-by-quarter ownership of Ishares Tr (IBTL) 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
2024-03-31 $528k 26k 20.16
2023-12-31 $538k 26k 20.54

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)
Ishares Tr Core Div Grwth (DGRO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Etf Ser Solutions Aptus Defined (DRSK)
Microstrategy Cl A New (MSTR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Compass Ion Advisors

Top funds holding Ishares Tr

Wells Fargo & Company
Beacon Harbor Wealth Advisors
Krilogy Financial
Snowden Capital Advisors
Bank of America Corporation
UBS Group
Accretive Wealth Partners
Country Club Bank
Royal Bank of Canada
Stifel Financial
HighTower Advisors
Yoder Wealth Management
Flow Traders US
Probity Advisors
Atlantic Private Wealth

View all funds holding Ishares Tr