Copia Wealth Management Ishares S&P 500 Value ETF Transaction History

Copia Wealth Management

  • $119 Billion
  • Q2 2025

A detailed history of Copia Wealth Management transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Copia Wealth Management holds 1,491 shares of IVE stock, worth $306,609. This represents 0.25% of its overall portfolio holdings.

Number of Shares
1,491
Previous 1,593 6.4%
Holding current value
$306,609
Previous $304 Million 4.03%
% of portfolio
0.25%
Previous 0.28%

Shares

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

Jul 28, 2025
SELL
$168.34 - $195.42 $17,170 - $19,932
-102 Reduced 6.4%
1,491 $291 Million
Q4 2024

Mar 06, 2025
BUY
$189.5 - $206.17 $301,873 - $328,428
1,593 New
1,593 $304 Million

Others Institutions Holding IVE

# of Institutions
1,708
Shares Held
166M
Call Options Held
93.3K
Put Options Held
41K
View Full List

About ISHARES S&P 500 VALUE ETF

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