Regal Investment Advisors LLC Ishares Tr Core Aggressive All Transaction History

Regal Investment Advisors LLC

$1.29 Billion
Q2 2025

A detailed history of Regal Investment Advisors LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Regal Investment Advisors LLC holds 5,762 shares of AOA stock, worth $498,470. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,762

Previous 5,735 0.47%

Holding current value

$498,470

Previous $438,000 9.59%

% of portfolio

0.04%

Previous 0.04%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$69.46 - $83.4 $1,875 - $2,251	27 Added 0.47%	5,762 $480,000
Q1 2025 May 12, 2025	BUY	$75.7 - $80.01 $18,622 - $19,682	246 Added 4.48%	5,735 $438,000
Q4 2024 Feb 13, 2025	BUY	$76.61 - $79.88 $54,546 - $56,874	712 Added 14.9%	5,489 $420,000
Q3 2024 Nov 12, 2024	BUY	$72.11 - $79.05 $5,191 - $5,691	72 Added 1.53%	4,777 $376,000
Q2 2024 Aug 14, 2024	BUY	$70.02 - $75.08 $329,444 - $353,251	4,705 New	4,705 $351,000
Q1 2019 May 09, 2019	SELL	$47.96 - $53.89 $6.68 Million - $7.51 Million	-139,354 Closed	0 $0
Q4 2018 Feb 04, 2019	BUY	$47.04 - $54.74 $263,565 - $306,708	5,603 Added 4.19%	139,354 $6.77 Million
Q3 2018 Nov 05, 2018	BUY	$52.65 - $55.0 $7.04 Million - $7.36 Million	133,751 New	133,751 $7.31 Million
Q4 2017 Feb 06, 2018	SELL	$53.61 - $55.82 $6.09 Million - $6.34 Million	-113,520 Closed	0 $0
Q3 2017 Nov 08, 2017	BUY	$53.19 - $53.58 $6.04 Million - $6.08 Million	113,520	113,520 $6.08 Million

Others Institutions Holding AOA

# of Institutions

389

Shares Held

9.56M

Call Options Held

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

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Regal Investment Advisors LLC Ishares Tr Core Aggressive All Transaction History