Copia Wealth Management Ishares Tr Transaction History

Copia Wealth Management

$119 Billion
Q2 2025

A detailed history of Copia Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Copia Wealth Management holds 42 shares of MBB stock, worth $3,929. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$3,929

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 28, 2025	BUY	$91.41 - $94.22 $3,839 - $3,957	42 New	42 $3.94 Million

Others Institutions Holding MBB

# of Institutions

1,049

Shares Held

369M

Call Options Held

615K

Put Options Held

48K

Bank Of America Corp Charlotte, NC

62.5M
Shares

$5.85 Billion
0.48% of portfolio
Jpmorgan Chase & CO New York, NY

50.8M
Shares

$4.75 Billion
0.37% of portfolio
Envestnet Asset Management Inc

26.8M
Shares

$2.5 Billion
0.77% of portfolio
Lpl Financial LLC Fort Mill, SC

24.3M
Shares

$2.27 Billion
0.92% of portfolio
Tiaa Trust, National Association Charlotte, NC

24M
Shares

$2.24 Billion
5.9% of portfolio

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About ISHARES TR

Ticker MBB
Sector ETFs
Industry ETFs

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