Copia Wealth Management Ishares Tr Transaction History

Copia Wealth Management

  • $135 Billion
  • Q3 2025

A detailed history of Copia Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Copia Wealth Management holds 9,742 shares of HYG stock, worth $784,328. This represents 0.59% of its overall portfolio holdings.

Number of Shares
9,742
Previous 9,711 0.32%
Holding current value
$784,328
Previous $783 Million 0.99%
% of portfolio
0.59%
Previous 0.66%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
BUY
$79.85 - $81.32 $2,475 - $2,520
31 Added 0.32%
9,742 $791 Million
Q2 2025

Jul 28, 2025
SELL
$75.75 - $80.65 $554,490 - $590,358
-7,320 Reduced 42.98%
9,711 $783 Million
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
1,190
Shares Held
263M
Call Options Held
80.6M
Put Options Held
492M
View Full List

About ISHARES TR

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