Copia Wealth Management Ishares Russell Midcap Value E Transaction History
Copia Wealth Management
- $108 Billion
- Q1 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 $38,814. This represents 0.03% of its overall portfolio holdings.
Number of Shares
300
Previous 300
-0.0%
Holding current value
$38,814
Previous $38.8 Million
2.61%
% of portfolio
0.03%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding IWS
# of Institutions
1,024Shares Held
97.6MCall Options Held
9.5KPut Options Held
0-
Tiaa, Fsb St. Louis, MO12.9MShares$1.67 Billion5.15% of portfolio
-
Jones Financial Companies Lllp10.1MShares$1.3 Billion1.14% of portfolio
-
Morgan Stanley New York, NY8MShares$1.03 Billion0.07% of portfolio
-
Us Bancorp \De\4.36MShares$563 Million0.74% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.94MShares$510 Million2.1% of portfolio