David Katz Ishares Tr Russell 1000 ETF Transaction History

Matrix Asset Advisors Inc

  • $1.02 Billion
  • Q4 2025

A detailed history of David Katz (Matrix Asset Advisors Inc) transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Matrix Asset Advisors Inc holds 697 shares of IWB stock, worth $256,412. This represents 0.03% of its overall portfolio holdings.

Number of Shares
697
Previous 751 7.19%
Holding current value
$256,412
Previous $274,000 6.57%
% of portfolio
0.03%
Previous 0.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026
SELL
$358.39 - $376.54 $19,353 - $20,333
-54 Reduced 7.19%
697 $256,000
Q3 2025

Oct 14, 2025
BUY
$339.37 - $366.46 $9,841 - $10,627
29 Added 4.02%
751 $274,000
Q4 2024

Jan 22, 2025
BUY
$311.11 - $335.64 $311 - $335
1 Added 0.14%
722 $232,000
Q1 2024

Apr 15, 2024
BUY
$257.46 - $288.1 $185,628 - $207,720
721 New
721 $207,000
Q4 2020

Feb 12, 2021
SELL
$182.85 - $211.84 $885,359 - $1.03 Million
-4,842 Closed
0 $0
Q3 2020

Nov 12, 2020
BUY
$172.79 - $199.44 $27,128 - $31,312
157 Added 3.35%
4,842 $906,000
Q2 2020

Aug 13, 2020
SELL
$135.3 - $179.75 $217,833 - $289,397
-1,610 Reduced 25.58%
4,685 $804,000
Q1 2020

May 11, 2020
BUY
$122.99 - $188.06 $92,242 - $141,045
750 Added 13.53%
6,295 $891,000
Q3 2019

Nov 12, 2019
BUY
$163.68 - $167.08 $140,764 - $143,688
860 Added 18.36%
5,545 $912,000
Q2 2019

Aug 14, 2019
BUY
N/A
90 Added 1.96%
4,685 $763,000
Q1 2019

May 10, 2019
SELL
N/A
-73 Reduced 1.56%
4,595 $723,000
Q4 2018

Feb 12, 2019
BUY
N/A
4,668 New
4,668 $647,000

Others Institutions Holding IWB

# of Institutions
1,631
Shares Held
98.5M
Call Options Held
65.9K
Put Options Held
60.7K
View Full List

About ISHARES TR RUSSELL 1000 ETF

IWB Quotes by TradingView
  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
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