Copia Wealth Management Ishares Tr Transaction History

Copia Wealth Management

  • $135 Billion
  • Q3 2025

A detailed history of Copia Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Copia Wealth Management holds 1,141 shares of IAK stock, worth $152,471. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,141
Previous 1,403 18.67%
Holding current value
$152,471
Previous $189 Million 18.93%
% of portfolio
0.11%
Previous 0.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
SELL
$126.37 - $134.46 $33,108 - $35,228
-262 Reduced 18.67%
1,141 $153 Million
Q2 2025

Jul 28, 2025
BUY
$122.44 - $138.47 $61,097 - $69,096
499 Added 55.2%
1,403 $189 Million
Q1 2025

Apr 17, 2025
BUY
$121.85 - $137.9 $110,152 - $124,661
904 New
904 $125 Million

Others Institutions Holding IAK

# of Institutions
177
Shares Held
3.68M
Call Options Held
400
Put Options Held
400
View Full List

About ISHARES TR

IAK Quotes by TradingView
  • Ticker IAK
  • Sector ETFs
  • Industry ETFs
More about IAK
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