David Katz Ishares Russell 2000 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 2000 ETF stock. As of the latest transaction made, Matrix Asset Advisors Inc holds 10,532 shares of IWM stock, worth $2.19 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
10,532
Previous 10,650
1.11%
Holding current value
$2.19 Million
Previous $2.14 Million
3.6%
% of portfolio
0.27%
Previous 0.27%
Shares
34 transactions
Others Institutions Holding IWM
# of Institutions
2,577Shares Held
306MCall Options Held
239MPut Options Held
413M-
Bank Of America Corp Charlotte, NC31.4MShares$6.54 Billion0.63% of portfolio
-
Goldman Sachs Group Inc New York, NY24.1MShares$5.02 Billion0.91% of portfolio
-
Wells Fargo & Company San Francisco, CA19.8MShares$4.12 Billion1.02% of portfolio
-
Morgan Stanley New York, NY16.5MShares$3.42 Billion0.28% of portfolio
-
Black Rock Inc. New York, NY9.88MShares$2.06 Billion0.05% of portfolio