Regal Investment Advisors LLC Ishares S&P 500 Value ETF Transaction History
Regal Investment Advisors LLC
- $1.4 Billion
- Q3 2024
A detailed history of Regal Investment Advisors LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Regal Investment Advisors LLC holds 32,485 shares of IVE stock, worth $6.29 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
32,485
Previous 28,000
16.02%
Holding current value
$6.29 Million
Previous $5.1 Million
25.69%
% of portfolio
0.46%
Previous 0.34%
Shares
29 transactions
Others Institutions Holding IVE
# of Institutions
1,532Shares Held
139MCall Options Held
91.7KPut Options Held
29.4K-
Jpmorgan Chase & CO New York, NY17MShares$3.3 Billion0.28% of portfolio
-
Envestnet Asset Management Inc12.9MShares$2.51 Billion0.84% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.43 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.95MShares$1.54 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.95MShares$1.35 Billion0.32% of portfolio