A detailed history of Copia Wealth Management transactions in Ishares Expanded Tech Sector E stock. As of the latest transaction made, Copia Wealth Management holds 12,134 shares of IGM stock, worth $1.12 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares
12,134
Previous 11,710 3.62%
Holding current value
$1.12 Million
Previous $1.2 Billion 7.97%
% of portfolio
1.02%
Previous 1.14%

Shares

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

Apr 17, 2025

BUY
$90.67 - $108.46 $38,444 - $45,987
424 Added 3.62%
12,134 $1.1 Billion
Q4 2024

Mar 06, 2025

BUY
$94.19 - $106.95 $1.1 Million - $1.25 Million
11,710 New
11,710 $1.2 Billion

Others Institutions Holding IGM

About ISHARES EXPANDED TECH SECTOR E


  • Ticker IGM
  • Sector ETFs
  • Industry ETFs
More about IGM
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.