Regal Wealth Group, Inc. Ishares S&P 500 Growth 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 Growth ETF stock. As of the latest transaction made, Regal Wealth Group, Inc. holds 30,815 shares of IVW stock, worth $2.92 Million. This represents 1.62% of its overall portfolio holdings.
Number of Shares
30,815
Previous 30,765
0.16%
Holding current value
$2.92 Million
Previous $2.1 Million
9.98%
% of portfolio
1.62%
Previous 1.67%
Shares
38 transactions
Others Institutions Holding IVW
# of Institutions
2,010Shares Held
428MCall Options Held
183KPut Options Held
101K-
Envestnet Asset Management Inc45.7MShares$4.34 Billion1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$4.26 Billion0.37% of portfolio
-
Morgan Stanley New York, NY32.6MShares$3.09 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.76 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.9MShares$1.7 Billion0.77% of portfolio