Kozak & Associates, Inc. Ishares Tr Transaction History
Kozak & Associates, Inc.
- $430 Million
- Q4 2024
A detailed history of Kozak & Associates, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Kozak & Associates, Inc. holds 102,014 shares of IYJ stock, worth $14.2 Million. This represents 3.17% of its overall portfolio holdings.
Number of Shares
102,014Holding current value
$14.2 Million% of portfolio
3.17%Shares
1 transactions
Others Institutions Holding IYJ
# of Institutions
331Shares Held
6.52MCall Options Held
29.4KPut Options Held
0-
Morgan Stanley New York, NY859KShares$119 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC696KShares$96.6 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA445KShares$61.7 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC294KShares$40.9 Million0.02% of portfolio
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Ubs Group Ag270KShares$37.4 Million0.01% of portfolio