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 17,031 shares of HYG stock, worth $1.34 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares
17,031
Previous 8,146 109.07%
Holding current value
$1.34 Million
Previous $641 Million 109.71%
% of portfolio
1.24%
Previous 0.61%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
BUY
$78.51 - $80.11 $697,561 - $711,777
8,885 Added 109.07%
17,031 $1.34 Billion
Q4 2024

Mar 06, 2025
BUY
$78.09 - $80.04 $636,121 - $652,005
8,146 New
8,146 $641 Million

Others Institutions Holding HYG

# of Institutions
1,162
Shares Held
219M
Call Options Held
95.9M
Put Options Held
311M
View Full List

About ISHARES TR

HYG Quotes by TradingView
  • Ticker HYG
  • Sector ETFs
  • Industry ETFs
More about HYG
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