Regal Investment Advisors LLC Ishares Core S&P Sm Cap ETF Transaction History
Regal Investment Advisors LLC
- $1.4 Billion
- Q3 2024
A detailed history of Regal Investment Advisors LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Regal Investment Advisors LLC holds 115,814 shares of IJR stock, worth $13.5 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
115,814
Previous 119,958
3.45%
Holding current value
$13.5 Million
Previous $12.8 Million
5.87%
% of portfolio
0.97%
Previous 0.86%
Shares
29 transactions
Others Institutions Holding IJR
# of Institutions
2,569Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.24 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.62 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.18 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.07 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.88 Billion0.44% of portfolio