David Katz Ishares Trust Ishares Esg Awar Transaction History
Matrix Asset Advisors Inc
- $836 Million
- Q2 2024
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 3,176 shares of ESGD stock, worth $268,086. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,176
Previous 3,441
7.7%
Holding current value
$268,086
Previous $274,000
8.76%
% of portfolio
0.03%
Previous 0.03%
Shares
8 transactions
Others Institutions Holding ESGD
# of Institutions
625Shares Held
93MCall Options Held
600Put Options Held
0-
Bank Of America Corp Charlotte, NC9.44MShares$797 Million0.07% of portfolio
-
Personal Capital Advisors Corp6.28MShares$530 Million2.0% of portfolio
-
Jpmorgan Chase & CO New York, NY5.88MShares$496 Million0.04% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO5.71MShares$482 Million1.68% of portfolio
-
Morgan Stanley New York, NY4.99MShares$421 Million0.03% of portfolio