Regal Investment Advisors LLC Ishares Msci Global Min Vol Fa Transaction History

Regal Investment Advisors LLC

$1.4 Billion
Q3 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	BUY	$100.94 - $106.2 $5,753 - $6,053	57 Added 1.72%	3,378 $353,000
Q1 2024 May 15, 2024	SELL	$100.31 - $105.34 $268,228 - $281,679	-2,674 Reduced 44.6%	3,321 $349,000
Q4 2023 Feb 14, 2024	BUY	$93.0 - $101.11 $3,813 - $4,145	41 Added 0.69%	5,995 $601,000
Q3 2023 Nov 13, 2023	SELL	$95.42 - $100.13 $21,946 - $23,029	-230 Reduced 3.72%	5,954 $568,000
Q2 2023 Aug 11, 2023	SELL	$96.17 - $100.07 $29,620 - $30,821	-308 Reduced 4.74%	6,184 $606,000
Q1 2023 May 11, 2023	SELL	$92.42 - $97.48 $343,709 - $362,528	-3,719 Reduced 36.42%	6,492 $628,000
Q4 2022 Mar 01, 2023	SELL	$87.85 - $98.82 $257,136 - $289,246	-2,927 Reduced 22.28%	10,211 $970,000
Q3 2022 Nov 15, 2022	SELL	$88.56 - $100.05 $7.43 Million - $8.4 Million	-83,917 Reduced 86.46%	13,138 $1.16 Million
Q2 2022 Aug 09, 2022	SELL	$90.98 - $107.0 $169,495 - $199,341	-1,863 Reduced 1.88%	97,055 $9.17 Million
Q1 2022 May 09, 2022	SELL	$99.35 - $107.85 $1.12 Million - $1.21 Million	-11,241 Reduced 10.2%	98,918 $10.4 Million
Q4 2021 Feb 10, 2022	BUY	$102.29 - $108.28 $448,337 - $474,591	4,383 Added 4.14%	110,159 $11.9 Million
Q3 2021 Nov 05, 2021	BUY	$102.73 - $108.01 $488,686 - $513,803	4,757 Added 4.71%	105,776 $10.9 Million
Q2 2021 Aug 09, 2021	BUY	$99.22 - $104.02 $10 Million - $10.5 Million	101,019 New	101,019 $10.4 Million
Q1 2021 May 12, 2021	SELL	$93.7 - $99.63 $14.6 Million - $15.5 Million	-155,395 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$89.46 - $96.91 $13.9 Million - $15.1 Million	155,395 New	155,395 $15.1 Million
Q3 2020 Nov 13, 2020	SELL	$87.94 - $94.21 $8.89 Million - $9.53 Million	-101,113 Closed	0 $0
Q2 2020 Aug 03, 2020	BUY	$77.94 - $91.58 $7.88 Million - $9.26 Million	101,113 New	101,113 $8.86 Million

Others Institutions Holding ACWV

# of Institutions

339

Shares Held

21.6M

Call Options Held

2.5K

Put Options Held

1.8K

About ISHARES MSCI GLOBAL MIN VOL FA

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