Regal Wealth Group, Inc. Ishares Russell 2000 Gwt ETF Transaction History

Regal Wealth Group, Inc.

  • $143 Million
  • Q4 2023

A detailed history of Regal Wealth Group, Inc. transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Regal Wealth Group, Inc. holds 3,084 shares of IWO stock, worth $851,646. This represents 0.54% of its overall portfolio holdings.

Number of Shares
3,084
Previous 3,119 1.12%
Holding current value
$851,646
Previous $699,000 11.16%
% of portfolio
0.54%
Previous 0.56%

Shares

38 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 23, 2024
SELL
$204.07 - $257.57 $7,142 - $9,014
-35 Reduced 1.12%
3,084 $777,000
Q3 2023

Oct 10, 2023
SELL
$221.24 - $254.04 $51,770 - $59,445
-234 Reduced 6.98%
3,119 $699,000
Q2 2023

Jul 11, 2023
SELL
$219.8 - $242.66 $2.21 Million - $2.44 Million
-10,070 Reduced 75.02%
3,353 $813,000
Q1 2023

Apr 21, 2023
SELL
$212.51 - $245.01 $878,303 - $1.01 Million
-4,133 Reduced 23.54%
13,423 $3.04 Million
Q4 2022

Jan 27, 2023
BUY
$205.84 - $231.03 $43,638 - $48,978
212 Added 1.22%
17,556 $3.77 Million
Q3 2022

Nov 09, 2022
BUY
$202.93 - $248.43 $71,228 - $87,198
351 Added 2.07%
17,344 $3.66 Million
Q2 2022

Jul 25, 2022
BUY
$194.2 - $261.13 $34,956 - $47,003
180 Added 1.07%
16,993 $3.51 Million
Q1 2022

Apr 15, 2022
BUY
$234.1 - $296.68 $3,745 - $4,746
16 Added 0.1%
16,813 $4.1 Million
Q4 2021

Jan 20, 2022
SELL
$280.02 - $327.35 $735,332 - $859,621
-2,626 Reduced 13.52%
16,797 $4.92 Million
Q3 2021

Oct 14, 2021
SELL
$284.4 - $314.06 $11,091 - $12,248
-39 Reduced 0.2%
19,423 $5.7 Million
Q2 2021

Aug 02, 2021
BUY
$278.74 - $313.3 $828,694 - $931,440
2,973 Added 18.03%
19,462 $6.07 Million
Q1 2021

Apr 12, 2021
SELL
$282.5 - $336.63 $32,205 - $38,375
-114 Reduced 0.69%
16,489 $4.96 Million
Q4 2020

Jan 22, 2021
BUY
$223.17 - $294.86 $375,818 - $496,544
1,684 Added 11.29%
16,603 $4.76 Million
Q3 2020

Oct 13, 2020
SELL
$203.91 - $230.98 $58,522 - $66,291
-287 Reduced 1.89%
14,919 $3.31 Million
Q2 2020

Jul 09, 2020
SELL
$145.61 - $213.67 $58,826 - $86,322
-404 Reduced 2.59%
15,206 $3.15 Million
Q1 2020

Apr 23, 2020
SELL
$135.58 - $225.25 $432,093 - $717,871
-3,187 Reduced 16.95%
15,610 $2.47 Million
Q4 2019

Jan 22, 2020
BUY
$186.63 - $216.19 $61,401 - $71,126
329 Added 1.78%
18,797 $4.03 Million
Q3 2019

Oct 30, 2019
BUY
$189.94 - $205.08 $3.03 Million - $3.27 Million
15,951 Added 633.73%
18,468 $3.56 Million
Q3 2019

Oct 22, 2019
BUY
$189.94 - $205.08 $10,826 - $11,689
57 Added 2.32%
2,517 $423,000
Q2 2019

Jul 19, 2019
BUY
$187.22 - $206.14 $561 - $618
3 Added 0.12%
2,460 $494,000
Q1 2019

Apr 10, 2019
SELL
$164.26 - $202.05 $10,019 - $12,325
-61 Reduced 2.42%
2,457 $483,000
Q4 2018

Jan 24, 2019
SELL
$156.33 - $211.73 $1,250 - $1,693
-8 Reduced 0.32%
2,518 $423,000
Q3 2018

Oct 16, 2018
BUY
$204.76 - $220.33 $409 - $440
2 Added 0.08%
2,526 $543,000
Q2 2018

Jul 30, 2018
SELL
$185.51 - $214.36 $22,817 - $26,366
-123 Reduced 4.65%
2,524 $516,000
Q1 2018

May 04, 2018
BUY
$179.86 - $200.59 $539 - $601
3 Added 0.11%
2,647 $504,000
Q4 2017

Jan 25, 2018
SELL
$177.13 - $188.2 $29,226 - $31,052
-165 Reduced 5.87%
2,644 $494,000
Q3 2017

Oct 20, 2017
BUY
$173.97 - $178.96 $1,043 - $1,073
6 Added 0.21%
2,809 $503,000
Q2 2017

Aug 10, 2017
SELL
N/A
-57 Reduced 1.99%
2,803 $473,000
Q1 2017

Aug 10, 2017
BUY
N/A
4 Added 0.14%
2,860 $462,000
Q4 2016

Aug 09, 2017
SELL
N/A
-16 Reduced 0.56%
2,856 $440,000
Q3 2016

Jun 14, 2018
BUY
N/A
16 Added 0.56%
2,872 $428,000
Q3 2016

Aug 18, 2017
BUY
N/A
36 Added 1.28%
2,856 $440,000
Q2 2016

May 18, 2018
SELL
N/A
-36 Reduced 1.26%
2,820 $387,000
Q2 2016

Aug 18, 2017
BUY
N/A
36 Added 1.28%
2,856 $440,000
Q1 2016

Oct 02, 2017
SELL
N/A
-36 Reduced 1.26%
2,820 $374,000
Q1 2016

Aug 18, 2017
BUY
N/A
40 Added 1.42%
2,856 $440,000
Q4 2015

Sep 18, 2017
SELL
N/A
-40 Reduced 1.4%
2,816 $392,000
Q4 2015

Aug 21, 2017
BUY
N/A
2,856
2,856 $440,000

Others Institutions Holding IWO

# of Institutions
1,091
Shares Held
33.2M
Call Options Held
40.4K
Put Options Held
33.2K
View Full List

About ISHARES RUSSELL 2000 GWT ETF

IWO Quotes by TradingView
  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
Track This Portfolio

Track Regal Wealth Group, Inc. Portfolio

Follow Regal Wealth Group, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email