Copia Wealth Management Ishares Core S&P Sm Cap ETF Transaction History

Copia Wealth Management

  • $108 Billion
  • Q1 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 $256,506. This represents 0.23% of its overall portfolio holdings.

Number of Shares
2,404
Previous 2,289 5.02%
Holding current value
$256,506
Previous $264 Million 4.68%
% of portfolio
0.23%
Previous 0.25%

Shares

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

Apr 17, 2025
BUY
$102.49 - $119.96 $11,786 - $13,795
115 Added 5.02%
2,404 $251 Million
Q4 2024

Mar 06, 2025
BUY
$113.92 - $127.38 $260,762 - $291,572
2,289 New
2,289 $264 Million

Others Institutions Holding IJR

# of Institutions
2,818
Shares Held
548M
Call Options Held
533K
Put Options Held
389K
View Full List

About ISHARES CORE S&P SM CAP ETF

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