Copia Wealth Management Ishares Russell Mid Cap Growth Transaction History
Copia Wealth Management
- $108 Billion
- Q1 2025
A detailed history of Copia Wealth Management transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Copia Wealth Management holds 988 shares of IWP stock, worth $111,960. This represents 0.11% of its overall portfolio holdings.
Number of Shares
988
Previous 989
0.1%
Holding current value
$111,960
Previous $125 Million
7.4%
% of portfolio
0.11%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding IWP
# of Institutions
1,226Shares Held
116MCall Options Held
84.8KPut Options Held
13.5K-
Morgan Stanley New York, NY18.1MShares$2.05 Billion0.16% of portfolio
-
Tiaa, Fsb St. Louis, MO11.2MShares$1.27 Billion3.93% of portfolio
-
Bank Of America Corp Charlotte, NC7.28MShares$825 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA5.21MShares$591 Million0.15% of portfolio
-
Jones Financial Companies Lllp4.54MShares$514 Million0.55% of portfolio