Copia Wealth Management Ishares Tr Transaction History

Copia Wealth Management

  • $119 Billion
  • Q2 2025

A detailed history of Copia Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Copia Wealth Management holds 1,403 shares of IAK stock, worth $182,333. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,403
Previous 904 55.2%
Holding current value
$182,333
Previous $125 Million 51.43%
% of portfolio
0.16%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
$122.44 - $138.47 $61,097 - $69,096
499 Added 55.2%
1,403 $189 Million
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
181
Shares Held
3.9M
Call Options Held
200
Put Options Held
0
View Full List

About ISHARES TR

IAK Quotes by TradingView
  • Ticker IAK
  • Sector ETFs
  • Industry ETFs
More about IAK
Track This Portfolio

Track Copia Wealth Management Portfolio

Follow Copia Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Copia Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Copia Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email