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 $2.94 Million. This represents 1.62% of its overall portfolio holdings.
Number of Shares
30,815
Previous 30,765
0.16%
Holding current value
$2.94 Million
Previous $2.1 Million
9.98%
% of portfolio
1.62%
Previous 1.67%
Shares
38 transactions
Others Institutions Holding IVW
# of Institutions
1,759Shares Held
428MCall Options Held
281KPut Options Held
217K-
Envestnet Asset Management Inc49MShares$4.67 Billion1.61% of portfolio
-
Jpmorgan Chase & CO New York, NY47.7MShares$4.54 Billion0.39% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.18 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$1.82 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA15.5MShares$1.48 Billion0.35% of portfolio