David Katz Ishares Core S&P Mid Cap ETF Transaction History
Matrix Asset Advisors Inc
- $1.02 Billion
- Q3 2025
A detailed history of David Katz (Matrix Asset Advisors Inc) transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Matrix Asset Advisors Inc holds 5,617 shares of IJH stock, worth $360,611. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,617
Previous 5,511
1.92%
Holding current value
$360,611
Previous $341,000
7.33%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding IJH
# of Institutions
2,776Shares Held
1.17BCall Options Held
569KPut Options Held
75.3K-
Northwestern Mutual Wealth Management CO123MShares$7.87 Billion5.43% of portfolio
-
Bank Of America Corp Charlotte, NC67.9MShares$4.36 Billion0.31% of portfolio
-
Wells Fargo & Company San Francisco, CA52.5MShares$3.37 Billion0.68% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL38.7MShares$2.48 Billion0.84% of portfolio
-
Morgan Stanley New York, NY37MShares$2.38 Billion0.15% of portfolio