Copia Wealth Management Ishares Expanded Tech Software Transaction History
Copia Wealth Management
- $108 Billion
- Q1 2025
A detailed history of Copia Wealth Management transactions in Ishares Expanded Tech Software stock. As of the latest transaction made, Copia Wealth Management holds 3,140 shares of IGV stock, worth $329,668. This represents 0.26% of its overall portfolio holdings.
Number of Shares
3,140
Previous 2,578
21.8%
Holding current value
$329,668
Previous $258 Million
8.26%
% of portfolio
0.26%
Previous 0.25%
Shares
2 transactions
Others Institutions Holding IGV
# of Institutions
720Shares Held
72.8MCall Options Held
9.6MPut Options Held
2.51M-
Bank Of America Corp Charlotte, NC6.79MShares$713 Million0.05% of portfolio
-
Morgan Stanley New York, NY4.21MShares$442 Million0.03% of portfolio
-
Envestnet Asset Management Inc2.82MShares$296 Million0.08% of portfolio
-
Clal Insurance Enterprises Holdings LTD Tel Aviv, L32.78MShares$292 Million2.56% of portfolio
-
Ubs Group Ag2.71MShares$285 Million0.05% of portfolio