Copia Wealth Management Ishares Tr Transaction History

Copia Wealth Management

  • $119 Billion
  • Q2 2025

A detailed history of Copia Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Copia Wealth Management holds 233 shares of ITA stock, worth $48,056. This represents 0.04% of its overall portfolio holdings.

Number of Shares
233
Previous 170 37.06%
Holding current value
$48,056
Previous $26 Million 68.87%
% of portfolio
0.04%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
$135.31 - $188.64 $8,524 - $11,884
63 Added 37.06%
233 $44 Million
Q1 2025

Apr 17, 2025
BUY
$144.84 - $159.5 $289 - $319
2 Added 1.19%
170 $26 Million
Q4 2024

Mar 06, 2025
BUY
$144.31 - $157.31 $24,244 - $26,428
168 New
168 $24.4 Million

Others Institutions Holding ITA

# of Institutions
881
Shares Held
21.4M
Call Options Held
1.04M
Put Options Held
441K
View Full List

About ISHARES TR

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