Regal Wealth Group, Inc. Ishares Tr Esg Aware Usd Corpo 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	$26.94 - $27.73 $5,926 - $6,100	-220 Closed	0 $0
Q3 2019 Oct 30, 2019	BUY	$25.94 - $26.42 $5,706 - $5,812	220 New	220 $6,000

Others Institutions Holding SUSC

# of Institutions

257

Shares Held

39.9M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

7.98M
Shares

$181 Million
0.06% of portfolio
Jpmorgan Chase & CO New York, NY

3.16M
Shares

$71.6 Million
0.01% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.68M
Shares

$60.7 Million
0.23% of portfolio
Wealthfront Advisers LLC

2.39M
Shares

$54.2 Million
0.18% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.76M
Shares

$39.8 Million
0.01% of portfolio

About ISHARES TR ESG AWARE USD CORPO

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