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 904 shares of IAK stock, worth $117,013. This represents 0.12% of its overall portfolio holdings.

Number of Shares

904

Holding current value

$117,013

% of portfolio

0.12%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 17, 2025	BUY	$121.85 - $137.9 $110,152 - $124,661	904 New	904 $125 Million

Others Institutions Holding IAK

# of Institutions

171

Shares Held

3.93M

Call Options Held

4.4K

Put Options Held

1.7K

Morgan Stanley New York, NY

420K
Shares

$54.4 Million
0.0% of portfolio
Mml Investors Services, LLC Springfield, MA

226K
Shares

$29.3 Million
0.1% of portfolio
Wells Fargo & Company San Francisco, CA

222K
Shares

$28.7 Million
0.01% of portfolio
Spc Financial, Inc.

168K
Shares

$21.7 Million
1.87% of portfolio
Royal Bank Of Canada Toronto, A6

155K
Shares

$20.1 Million
0.0% of portfolio

View Full List

About ISHARES TR

Ticker IAK
Sector ETFs
Industry ETFs

More about IAK

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