Copia Wealth Management Ishares Tr Transaction History

Copia Wealth Management

$108 Billion
Q1 2025

A detailed history of Copia Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Copia Wealth Management holds 17 shares of IYF stock, worth $1,856. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,856

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 17, 2025	BUY	$107.69 - $119.37 $1,830 - $2,029	17 New	17 $1.92 Million

Others Institutions Holding IYF

# of Institutions

464

Shares Held

19.8M

Call Options Held

28.3K

Put Options Held

35.3K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

1.9M
Shares

$208 Million
0.09% of portfolio
Bank Of America Corp Charlotte, NC

1.7M
Shares

$185 Million
0.02% of portfolio
Morgan Stanley New York, NY

1.35M
Shares

$148 Million
0.01% of portfolio
Phoenix Holdings Ltd. Givatayim, L3

1.2M
Shares

$131 Million
1.84% of portfolio
Schroder Investment Management Group London, X0

1.12M
Shares

$122 Million
0.12% of portfolio

View Full List

About ISHARES TR

Ticker IYF
Sector ETFs
Industry ETFs

More about IYF

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