David Katz Ishares Russell Mid 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 Russell Mid Cap ETF stock. As of the latest transaction made, Matrix Asset Advisors Inc holds 40,036 shares of IWR stock, worth $3.33 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
40,036
Previous 30,734
30.27%
Holding current value
$3.33 Million
Previous $2.39 Million
40.95%
% of portfolio
0.4%
Previous 0.3%
Shares
11 transactions
Others Institutions Holding IWR
# of Institutions
1,337Shares Held
322MCall Options Held
186KPut Options Held
11.8K-
Bank Of America Corp Charlotte, NC58.5MShares$4.87 Billion0.47% of portfolio
-
Wells Fargo & Company San Francisco, CA34MShares$2.83 Billion0.7% of portfolio
-
Jones Financial Companies Lllp24.6MShares$2.05 Billion2.82% of portfolio
-
Us Bancorp \De\21.1MShares$1.76 Billion2.47% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA14MShares$1.17 Billion0.82% of portfolio