Copia Wealth Management Ishares Barclays Transaction History

Copia Wealth Management

  • $108 Billion
  • Q1 2025

A detailed history of Copia Wealth Management transactions in Ishares Barclays stock. As of the latest transaction made, Copia Wealth Management holds 2,329 shares of IEF stock, worth $220,183. This represents 0.21% of its overall portfolio holdings.

Number of Shares
2,329
Previous 2,251 3.47%
Holding current value
$220,183
Previous $208 Million 6.73%
% of portfolio
0.21%
Previous 0.2%

Shares

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

Apr 17, 2025
BUY
$91.17 - $95.39 $7,111 - $7,440
78 Added 3.47%
2,329 $222 Million
Q4 2024

Mar 06, 2025
BUY
$92.08 - $98.18 $207,272 - $221,003
2,251 New
2,251 $208 Million

Others Institutions Holding IEF

# of Institutions
1,108
Shares Held
281M
Call Options Held
14.3M
Put Options Held
8.92M
View Full List

About ISHARES BARCLAYS

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