Copia Wealth Management Ishares Russell Midcap Value E Transaction History
Copia Wealth Management
- $119 Billion
- Q2 2025
A detailed history of Copia Wealth Management transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Copia Wealth Management holds 300 shares of IWS stock, worth $41,199. This represents 0.03% of its overall portfolio holdings.
Number of Shares
300
Previous 300
-0.0%
Holding current value
$41,199
Previous $37.8 Million
4.9%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding IWS
# of Institutions
1,053Shares Held
93.5MCall Options Held
14.6KPut Options Held
0-
Tiaa, Fsb St. Louis, MO12.9MShares$1.78 Billion5.15% of portfolio
-
Jones Financial Companies Lllp10.8MShares$1.48 Billion1.09% of portfolio
-
Morgan Stanley New York, NY8.16MShares$1.12 Billion0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA3.8MShares$522 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.76MShares$516 Million0.04% of portfolio