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

Copia Wealth Management

  • $108 Billion
  • Q1 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 2,336 shares of IVV stock, worth $1.29 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares
2,336
Previous 2,364 1.18%
Holding current value
$1.29 Million
Previous $1.39 Billion 5.68%
% of portfolio
1.21%
Previous 1.32%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3,890
Shares Held
760M
Call Options Held
1.94M
Put Options Held
2.31M
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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