Regal Wealth Group, Inc. Ishares Russell 1000 Val ETF Transaction History

Regal Wealth Group, Inc.

  • $143 Million
  • Q4 2023

A detailed history of Regal Wealth Group, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Regal Wealth Group, Inc. holds 26,318 shares of IWD stock, worth $4.98 Million. This represents 3.04% of its overall portfolio holdings.

Number of Shares
26,318
Previous 26,516 0.75%
Holding current value
$4.98 Million
Previous $4.03 Million 8.05%
% of portfolio
3.04%
Previous 3.2%

Shares

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

Feb 23, 2024
SELL
$143.69 - $165.7 $28,450 - $32,808
-198 Reduced 0.75%
26,318 $4.35 Million
Q3 2023

Oct 10, 2023
SELL
$151.73 - $163.56 $350,799 - $378,150
-2,312 Reduced 8.02%
26,516 $4.03 Million
Q2 2023

Jul 11, 2023
SELL
$148.55 - $157.83 $14.1 Million - $15 Million
-95,198 Reduced 76.76%
28,828 $4.55 Million
Q1 2023

Apr 21, 2023
SELL
$145.2 - $161.56 $5.65 Million - $6.29 Million
-38,945 Reduced 23.9%
124,026 $18.9 Million
Q4 2022

Jan 27, 2023
BUY
$136.78 - $158.99 $165,640 - $192,536
1,211 Added 0.75%
162,971 $24.7 Million
Q3 2022

Nov 09, 2022
BUY
$135.99 - $161.15 $51,676 - $61,237
380 Added 0.24%
161,760 $22.9 Million
Q2 2022

Jul 25, 2022
SELL
$140.99 - $168.41 $194,707 - $232,574
-1,381 Reduced 0.85%
161,380 $23.4 Million
Q1 2022

Apr 15, 2022
BUY
$157.15 - $170.51 $229,596 - $249,115
1,461 Added 0.91%
162,761 $26.9 Million
Q4 2021

Jan 20, 2022
BUY
$157.12 - $168.08 $2.6 Million - $2.78 Million
16,530 Added 11.42%
161,300 $27.1 Million
Q3 2021

Oct 14, 2021
SELL
$154.62 - $164.07 $173,483 - $184,086
-1,122 Reduced 0.77%
144,770 $22.7 Million
Q2 2021

Aug 02, 2021
SELL
$152.86 - $162.4 $1.59 Million - $1.68 Million
-10,375 Reduced 6.64%
145,892 $23.1 Million
Q1 2021

Apr 12, 2021
BUY
$134.89 - $153.0 $174,952 - $198,441
1,297 Added 0.84%
156,267 $23.7 Million
Q4 2020

Jan 22, 2021
BUY
$115.84 - $136.73 $3.25 Million - $3.83 Million
28,019 Added 22.07%
154,970 $21.2 Million
Q3 2020

Oct 13, 2020
SELL
$111.27 - $124.26 $68,208 - $76,171
-613 Reduced 0.48%
126,951 $15 Million
Q2 2020

Jul 09, 2020
BUY
$94.52 - $125.14 $229,778 - $304,215
2,431 Added 1.94%
127,564 $14.4 Million
Q1 2020

Apr 23, 2020
SELL
$85.17 - $138.52 $2.16 Million - $3.52 Million
-25,384 Reduced 16.86%
125,133 $12.4 Million
Q4 2019

Jan 22, 2020
BUY
$123.85 - $136.67 $180,697 - $199,401
1,459 Added 0.98%
150,517 $20.5 Million
Q3 2019

Oct 30, 2019
BUY
$127.92 - $130.25 $16.3 Million - $16.6 Million
127,572 Added 593.74%
149,058 $19.1 Million
Q3 2019

Oct 22, 2019
BUY
$127.92 - $130.25 $58,203 - $59,263
455 Added 2.16%
21,486 $2.39 Million
Q2 2019

Jul 19, 2019
SELL
N/A
-521 Reduced 2.42%
21,031 $2.68 Million
Q1 2019

Apr 10, 2019
BUY
N/A
65 Added 0.3%
21,552 $2.66 Million
Q4 2018

Jan 24, 2019
SELL
N/A
-289 Reduced 1.33%
21,487 $2.39 Million
Q3 2018

Oct 16, 2018
SELL
N/A
-227 Reduced 1.03%
21,776 $2.76 Million
Q2 2018

Jul 30, 2018
BUY
N/A
296 Added 1.36%
22,003 $2.67 Million
Q1 2018

May 04, 2018
BUY
N/A
10 Added 0.05%
21,707 $2.6 Million
Q4 2017

Jan 25, 2018
SELL
N/A
-655 Reduced 2.93%
21,697 $2.7 Million
Q3 2017

Oct 20, 2017
BUY
N/A
154 Added 0.69%
22,352 $2.65 Million
Q2 2017

Aug 10, 2017
SELL
N/A
-121 Reduced 0.54%
22,198 $2.59 Million
Q1 2017

Aug 10, 2017
SELL
N/A
-139 Reduced 0.62%
22,319 $2.57 Million
Q4 2016

Aug 09, 2017
BUY
N/A
454 Added 2.06%
22,458 $2.52 Million
Q3 2016

Jun 14, 2018
SELL
N/A
-454 Reduced 2.02%
22,004 $2.32 Million
Q3 2016

Aug 18, 2017
BUY
N/A
657 Added 3.01%
22,458 $2.52 Million
Q2 2016

May 18, 2018
SELL
N/A
-657 Reduced 2.93%
21,801 $2.25 Million
Q2 2016

Aug 18, 2017
BUY
N/A
535 Added 2.44%
22,458 $2.52 Million
Q1 2016

Oct 02, 2017
SELL
N/A
-535 Reduced 2.38%
21,923 $2.17 Million
Q1 2016

Aug 18, 2017
BUY
N/A
1,088 Added 5.09%
22,458 $2.52 Million
Q4 2015

Sep 18, 2017
SELL
N/A
-1,088 Reduced 4.84%
21,370 $2.09 Million
Q4 2015

Aug 21, 2017
BUY
N/A
22,458
22,458 $2.52 Million

Others Institutions Holding IWD

# of Institutions
1,670
Shares Held
258M
Call Options Held
229K
Put Options Held
19.7K
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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