Copia Wealth Management Ishares Tr Call Options Transaction History

Copia Wealth Management

$108 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IYF

# of Institutions

460

Shares Held

19.3M

Call Options Held

44.4K

Put Options Held

35.3K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

1.9M
Shares

$210 Million
0.09% of portfolio
Bank Of America Corp Charlotte, NC

1.7M
Shares

$188 Million
0.02% of portfolio
Morgan Stanley New York, NY

1.35M
Shares

$150 Million
0.01% of portfolio
Phoenix Holdings Ltd. Givatayim, L3

1.2M
Shares

$132 Million
1.84% of portfolio
Schroder Investment Management Group London, X0

1.12M
Shares

$124 Million
0.12% of portfolio

About ISHARES TR

Ticker IYF
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Copia Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Copia Wealth Management with notifications on news.