David Katz Ishares Trust Ishares Esg Awar Transaction History
Matrix Asset Advisors Inc
- $854 Million
- Q1 2025
A detailed history of David Katz (Matrix Asset Advisors Inc) transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Matrix Asset Advisors Inc holds 6,523 shares of ESGD stock, worth $548,779. This represents 0.06% of its overall portfolio holdings.
Number of Shares
6,523
Previous 6,563
0.61%
Holding current value
$548,779
Previous $499,000
6.61%
% of portfolio
0.06%
Previous 0.06%
Shares
11 transactions
Others Institutions Holding ESGD
# of Institutions
666Shares Held
96.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC9.71MShares$817 Million0.06% of portfolio
-
Personal Capital Advisors Corp6.28MShares$528 Million2.0% of portfolio
-
Jpmorgan Chase & CO New York, NY6.27MShares$527 Million0.04% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO5.96MShares$502 Million1.54% of portfolio
-
Northern Trust Corp Chicago, IL5.6MShares$472 Million0.06% of portfolio