Copia Wealth Management Ishares Core S&P U.S. Value Et Transaction History

Copia Wealth Management

$108 Billion
Q1 2025

A detailed history of Copia Wealth Management transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Copia Wealth Management holds 7 shares of IUSV stock, worth $646. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$646

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 17, 2025	BUY	$90.0 - $96.32 $630 - $674	7 New	7 $646,000

Others Institutions Holding IUSV

# of Institutions

802

Shares Held

180M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

72.2M
Shares

$6.67 Billion
0.55% of portfolio
Lpl Financial LLC Fort Mill, SC

14.4M
Shares

$1.33 Billion
0.54% of portfolio
Morgan Stanley New York, NY

9.18M
Shares

$848 Million
0.06% of portfolio
Jones Financial Companies Lllp

4.83M
Shares

$446 Million
0.4% of portfolio
Ronald Blue Trust, Inc. Brentwood, TN

4.78M
Shares

$442 Million
5.75% of portfolio

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About ISHARES CORE S&P U.S. VALUE ET

Ticker IUSV
Sector ETFs
Industry ETFs

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