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

Copia Wealth Management

  • $135 Billion
  • Q3 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 $312,528. This represents 0.23% of its overall portfolio holdings.

Number of Shares
1,491
Previous 1,491 -0.0%
Holding current value
$312,528
Previous $291 Million 5.67%
% of portfolio
0.23%
Previous 0.25%

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
1,769
Shares Held
169M
Call Options Held
67.9K
Put Options Held
38.7K
View Full List

About ISHARES S&P 500 VALUE ETF

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
Track This Portfolio

Track Copia Wealth Management Portfolio

Follow Copia Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Copia Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Copia Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email