Regal Wealth Group, Inc. Ishares Trust Ishares Esg Awar Transaction History

Regal Wealth Group, Inc.

$143 Million
Q4 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 02, 2021	SELL	$76.82 - $82.21 $13,904 - $14,880	-181 Closed	0 $0
Q3 2019 Oct 30, 2019	BUY	$60.17 - $65.28 $10,890 - $11,815	181 New	181 $12,000

Others Institutions Holding ESGD

# of Institutions

625

Shares Held

93M

Call Options Held

600

Put Options Held

0

Bank Of America Corp Charlotte, NC

9.44M
Shares

$787 Million
0.07% of portfolio
Personal Capital Advisors Corp

6.28M
Shares

$523 Million
2.0% of portfolio
Jpmorgan Chase & CO New York, NY

5.88M
Shares

$490 Million
0.04% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

5.71M
Shares

$476 Million
1.68% of portfolio
Morgan Stanley New York, NY

4.99M
Shares

$416 Million
0.03% of portfolio

About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
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