Regal Wealth Group, Inc. Ishares Esg Aware Msci Usa Sma 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	$38.02 - $40.93 $16,386 - $17,640	-431 Closed	0 $0
Q3 2019 Oct 30, 2019	BUY	$25.56 - $27.59 $11,016 - $11,891	431 New	431 $12,000

Others Institutions Holding ESML

# of Institutions

412

Shares Held

34.6M

Call Options Held

0

Put Options Held

0

Tiaa Trust, National Association Charlotte, NC

2.36M
Shares

$103 Million
0.3% of portfolio
Northern Trust Corp Chicago, IL

2.01M
Shares

$87.5 Million
0.01% of portfolio
Flputnam Investment Management CO Portland, ME

2M
Shares

$87.2 Million
1.44% of portfolio
Bank Of America Corp Charlotte, NC

1.72M
Shares

$75.1 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

1.59M
Shares

$69.3 Million
0.01% of portfolio

About ISHARES ESG AWARE MSCI USA SMA

Ticker ESML
Sector ETFs
Industry ETFs

More about ESML

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Regal Wealth Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Regal Wealth Group, Inc. with notifications on news.