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
Others Institutions Holding IWD
# of Institutions
1,670Shares Held
258MCall Options Held
229KPut Options Held
19.7K-
Bank Of America Corp Charlotte, NC50.2MShares$9.51 Billion0.78% of portfolio
-
Morgan Stanley New York, NY32.6MShares$6.17 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.8MShares$2.99 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.7MShares$1.84 Billion3.77% of portfolio
-
Jpmorgan Chase & CO New York, NY9.02MShares$1.71 Billion0.14% of portfolio