David Katz Ishares Core S&P 500 ETF Transaction History
Matrix Asset Advisors Inc
- $882 Million
- Q3 2024
A detailed history of David Katz (Matrix Asset Advisors Inc) transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Matrix Asset Advisors Inc holds 3,254 shares of IVV stock, worth $1.94 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
3,254
Previous 2,126
53.06%
Holding current value
$1.94 Million
Previous $1.16 Million
61.31%
% of portfolio
0.21%
Previous 0.14%
Shares
21 transactions
Others Institutions Holding IVV
# of Institutions
3,444Shares Held
687MCall Options Held
1.45MPut Options Held
1.1M-
Black Rock Inc. New York, NY66.4MShares$39.7 Billion0.84% of portfolio
-
Envestnet Asset Management Inc34.6MShares$20.7 Billion6.62% of portfolio
-
Northwestern Mutual Wealth Management CO29.3MShares$17.5 Billion15.08% of portfolio
-
Bank Of America Corp Charlotte, NC25.2MShares$15.1 Billion1.23% of portfolio
-
Morgan Stanley New York, NY24.9MShares$14.9 Billion1.06% of portfolio