Copia Wealth Management Ishares Core S&P Sm Cap ETF Transaction History
Copia Wealth Management
- $119 Billion
- Q2 2025
A detailed history of Copia Wealth Management transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Copia Wealth Management holds 2,404 shares of IJR stock, worth $283,167. This represents 0.22% of its overall portfolio holdings.
Number of Shares
2,404
Previous 2,404
-0.0%
Holding current value
$283,167
Previous $251 Million
4.51%
% of portfolio
0.22%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding IJR
# of Institutions
2,845Shares Held
544MCall Options Held
554KPut Options Held
325K-
Northwestern Mutual Wealth Management CO41.3MShares$4.87 Billion3.33% of portfolio
-
Bank Of America Corp Charlotte, NC32MShares$3.77 Billion0.26% of portfolio
-
Morgan Stanley New York, NY18.1MShares$2.14 Billion0.13% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.98 Billion0.56% of portfolio
-
Wells Fargo & Company San Francisco, CA16.4MShares$1.94 Billion0.38% of portfolio