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Ishares Tr esg usd corpt shares owned by Regal Investment Advisors

Quarter-by-quarter ownership of Ishares Tr esg usd corpt (SUSC) shares owned by Regal Investment Advisors from 13F filings

Historical chart of Regal Investment Advisors investment in Ishares Tr esg usd corpt

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr esg usd corpt held by Regal Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr esg usd corpt by Regal Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $290k 13k 21.76
2023-06-30 $320k 14k 22.74
2023-03-31 $311k 14k 23.02
2020-12-31 $219k 7.7k 28.32

More positions owned by Regal Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Call Call Option (QQQ)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Abbvie (ABBV)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Procter & Gamble Company (PG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Pfd And Incm Sec (PFF)
Johnson & Johnson (JNJ)

View all positions for Regal Investment Advisors

Top funds holding Ishares Tr esg usd corpt

Envestnet Portfolio Solutions
Jpmorgan Chase & Co
Wealthfront Advisers
CWM
Fisher Investments
Creative Planning
Betterment
Advisor Group Holdings
Babson Capital Management
Park Avenue Securities
Royal Bank of Canada
UBS Group
Bank of New York Mellon
One Wealth Advisors
IMPACTfolio

View all funds holding Ishares Tr esg usd corpt