David Katz Ishares Core S&P Sm Cap ETF Transaction History
Matrix Asset Advisors Inc
- $835 Million
- Q1 2024
A detailed history of David Katz (Matrix Asset Advisors Inc) transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Matrix Asset Advisors Inc holds 23,157 shares of IJR stock, worth $2.56 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
23,157
Previous 15,684
47.65%
Holding current value
$2.56 Million
Previous $1.7 Million
50.8%
% of portfolio
0.31%
Previous 0.22%
Shares
12 transactions
Others Institutions Holding IJR
# of Institutions
2,445Shares Held
481MCall Options Held
625KPut Options Held
581K-
Northwestern Mutual Wealth Management CO33.8MShares$3.73 Billion3.84% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$3.39 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.12 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA16.6MShares$1.84 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$1.43 Billion0.79% of portfolio