Copia Wealth Management Ishares Russell 1000 Val ETF Transaction History
Copia Wealth Management
- $108 Billion
- Q1 2025
A detailed history of Copia Wealth Management transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Copia Wealth Management holds 1,055 shares of IWD stock, worth $186,017. This represents 0.18% of its overall portfolio holdings.
Number of Shares
1,055
Previous 1,055
-0.0%
Holding current value
$186,017
Previous $195 Million
1.64%
% of portfolio
0.18%
Previous 0.19%
Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,887Shares Held
288MCall Options Held
1.31MPut Options Held
1.09M-
Bank Of America Corp Charlotte, NC54.1MShares$9.53 Billion0.86% of portfolio
-
Morgan Stanley New York, NY38.4MShares$6.77 Billion0.51% of portfolio
-
Goldman Sachs Group Inc New York, NY15.3MShares$2.69 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY9.25MShares$1.63 Billion0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.59 Billion3.52% of portfolio