Copia Wealth Management Ishares Core S&P Sm Cap ETF Transaction History
Copia Wealth Management
- $105 Billion
- Q4 2024
A detailed history of Copia Wealth Management transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Copia Wealth Management holds 2,289 shares of IJR stock, worth $246,571. This represents 0.25% of its overall portfolio holdings.
Number of Shares
2,289Holding current value
$246,571% of portfolio
0.25%Shares
1 transactions
Others Institutions Holding IJR
# of Institutions
2,826Shares Held
537MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$4.11 Billion3.73% of portfolio
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Bank Of America Corp Charlotte, NC32.1MShares$3.45 Billion0.32% of portfolio
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Morgan Stanley New York, NY19.2MShares$2.06 Billion0.16% of portfolio
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Envestnet Asset Management Inc18.2MShares$1.96 Billion0.69% of portfolio
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Wells Fargo & Company San Francisco, CA17.2MShares$1.85 Billion0.46% of portfolio