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

Copia Wealth Management

  • $135 Billion
  • Q3 2025

A detailed history of Copia Wealth Management transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Copia Wealth Management holds 2,340 shares of IVV stock, worth $1.55 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares
2,340
Previous 2,353 0.55%
Holding current value
$1.55 Million
Previous $1.46 Billion 7.2%
% of portfolio
1.16%
Previous 1.23%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
SELL
$620.67 - $670.08 $8,068 - $8,711
-13 Reduced 0.55%
2,340 $1.57 Billion
Q2 2025

Jul 28, 2025
BUY
$498.8 - $620.9 $8,479 - $10,555
17 Added 0.73%
2,353 $1.46 Billion
Q1 2025

Apr 17, 2025
SELL
$554.06 - $615.85 $15,513 - $17,243
-28 Reduced 1.18%
2,336 $1.31 Billion
Q4 2024

Mar 06, 2025
BUY
$570.51 - $610.59 $1.35 Million - $1.44 Million
2,364 New
2,364 $1.39 Billion

Others Institutions Holding IVV

# of Institutions
4,078
Shares Held
745M
Call Options Held
4.19M
Put Options Held
2.82M
View Full List

About ISHARES CORE S&P 500 ETF

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