Matrix Private Capital Group LLC Purchases in Q2 2025

Matrix Private Capital Group LLC

  • $165 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
282
+ 0.19%
$67.83 - $84.09 $19.1K - $23.7K
147K $12.3M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
25.9K
+ 18.22%
$20.12 - $21.0 $520K - $543K
168K $3.51M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
17.4K
+ 32.49%
$22.63 - $26.95 $395K - $470K
71.1K $1.92M
PHYS
Sprott Physical Gold Trust

Financial Services
13.4K
New
$22.82 - $26.29 $306K - $353K
13.4K $340K
MUB
Ishares National Muni Bond ETF

ETFs
3.1K
+ 1240.0%
$102.31 - $105.8 $317K - $328K
3.35K $350K
GDV
Gabelli Dividend & Income Trust

Financial Services
7.83K
New
$21.11 - $26.01 $165K - $204K
7.83K $203K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.38K
New
$77.94 - $79.5 $185K - $189K
2.38K $188K
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.55K
New
$83.54 - $100.04 $129K - $155K
1.55K $153K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.02K
+ 643.04%
$108.87 - $133.04 $111K - $135K
1.17K $156K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
12.9K
+ 5.33%
$10.82 - $12.71 $140K - $164K
255K $3.17M
IWS
Ishares Russell Midcap Value E

ETFs
776
+ 646.67%
$110.58 - $132.14 $85.8K - $103K
896 $118K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
120
+ 184.62%
$456.74 - $568.03 $54.8K - $68.2K
185 $105K
VB
Vanguard Small Cap ETF

ETFs
30
+ 0.93%
$193.73 - $237.37 $5.81K - $7.12K
3.27K $775K
IVE
Ishares S&P 500 Value ETF

ETFs
130
+ 2.95%
$168.34 - $195.42 $21.9K - $25.4K
4.54K $887K
MLPA
Global X Mlp ETF

ETFs
6.19K
+ 6.89%
$46.47 - $54.16 $288K - $335K
96.1K $4.82M
BTG
B2 Gold Corp

Basic Materials
123
+ 0.56%
$2.64 - $3.77 $325 - $464
22K $79K
VOE
Vanguard Mid Cap Value Index F

ETFs
60
+ 8.71%
$141.87 - $164.49 $8.51K - $9.87K
749 $123K
VONG
Vanguard Russell 1000 Growth E

ETFs
61
New
$82.51 - $109.2 $5.03K - $6.66K
61 $6K
VONE
Vanguard Russell 1000 ETF

ETFs
17
New
$225.48 - $280.86 $3.83K - $4.77K
17 $4K
Ishares Bitcoin Trust ETF
7.71K
+ 27.45%
N/A
35.8K $0
Blackrock ETF Trust Ii
17.5K
+ 75.51%
N/A
40.6K $0
VDE
Vanguard Energy ETF

ETFs
1
+ 0.54%
$105.87 - $130.56 $106 - $131
185 $22K
DSL
Double Line Income Solutions Fund

Financial Services
480
+ 0.37%
$11.15 - $12.57 $5.35K - $6.03K
130K $1.59M
Activity Summary
Buys All Purchases 24 New Holdings 6 Increased Positions 18 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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