Copia Wealth Management Ishares S&P 500 Growth ETF Transaction History
Copia Wealth Management
- $108 Billion
- Q1 2025
A detailed history of Copia Wealth Management transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Copia Wealth Management holds 300 shares of IVW stock, worth $30,429. This represents 0.03% of its overall portfolio holdings.
Number of Shares
300
Previous 300
-0.0%
Holding current value
$30,429
Previous $30.5 Million
8.57%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding IVW
# of Institutions
2,025Shares Held
426MCall Options Held
203KPut Options Held
136K-
Envestnet Asset Management Inc48.1MShares$4.88 Billion1.49% of portfolio
-
Jpmorgan Chase & CO New York, NY43.8MShares$4.44 Billion0.32% of portfolio
-
Morgan Stanley New York, NY32.9MShares$3.34 Billion0.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.9MShares$1.92 Billion0.71% of portfolio
-
Bank Of America Corp Charlotte, NC18.8MShares$1.91 Billion0.14% of portfolio