Regal Wealth Group, Inc. Ishares S&P 500 Value ETF Transaction History
Regal Wealth Group, Inc.
- $143 Million
- Q4 2023
A detailed history of Regal Wealth Group, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Regal Wealth Group, Inc. holds 12,047 shares of IVE stock, worth $2.36 Million. This represents 1.47% of its overall portfolio holdings.
Number of Shares
12,047
Previous 12,013
0.28%
Holding current value
$2.36 Million
Previous $1.85 Million
13.31%
% of portfolio
1.47%
Previous 1.47%
Shares
37 transactions
Others Institutions Holding IVE
# of Institutions
1,446Shares Held
140MCall Options Held
110KPut Options Held
9.3K-
Jpmorgan Chase & CO New York, NY17.7MShares$3.46 Billion0.28% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.43 Billion0.18% of portfolio
-
Envestnet Asset Management Inc12.4MShares$2.43 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.52 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA7.68MShares$1.51 Billion0.34% of portfolio