David Katz Ishares Russell 1000 Gr ETF Transaction History
Matrix Asset Advisors Inc
- $835 Million
- Q1 2024
A detailed history of David Katz (Matrix Asset Advisors Inc) transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Matrix Asset Advisors Inc holds 16,753 shares of IWF stock, worth $5.74 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
16,753
Previous 15,303
9.48%
Holding current value
$5.74 Million
Previous $4.64 Million
21.71%
% of portfolio
0.68%
Previous 0.59%
Shares
13 transactions
Others Institutions Holding IWF
# of Institutions
2,058Shares Held
201MCall Options Held
346KPut Options Held
74K-
Bank Of America Corp Charlotte, NC30.3MShares$10.4 Billion0.97% of portfolio
-
Morgan Stanley New York, NY24.2MShares$8.3 Billion0.66% of portfolio
-
Goldman Sachs Group Inc New York, NY9.93MShares$3.4 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY7.85MShares$2.69 Billion0.24% of portfolio
-
Ubs Group Ag6.2MShares$2.13 Billion0.53% of portfolio