Regal Investment Advisors LLC Ishares Tr Fallen Angels Usd B Transaction History

Regal Investment Advisors LLC

$1.4 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 11, 2023	BUY	$24.64 - $25.37 $77,172 - $79,458	3,132 Added 19.2%	19,447 $493,000
Q1 2023 May 11, 2023	BUY	$24.53 - $25.76 $126,574 - $132,921	5,160 Added 46.26%	16,315 $412,000
Q4 2022 Mar 01, 2023	SELL	$23.7 - $25.22 $315,257 - $335,476	-13,302 Reduced 54.39%	11,155 $274,000
Q3 2022 Nov 15, 2022	SELL	$23.9 - $26.1 $304,509 - $332,540	-12,741 Reduced 34.25%	24,457 $585,000
Q2 2022 Aug 09, 2022	SELL	$24.32 - $27.85 $253,268 - $290,029	-10,414 Reduced 21.87%	37,198 $916,000
Q1 2022 May 09, 2022	SELL	$27.07 - $29.9 $412,709 - $455,855	-15,246 Reduced 24.25%	47,612 $1.32 Million
Q4 2021 Feb 10, 2022	BUY	$29.4 - $30.37 $845,544 - $873,441	28,760 Added 84.35%	62,858 $1.88 Million
Q3 2021 Nov 05, 2021	BUY	$29.85 - $30.44 $83,788 - $85,445	2,807 Added 8.97%	34,098 $1.03 Million
Q2 2021 Aug 09, 2021	BUY	$29.21 - $29.96 $914,010 - $937,478	31,291 New	31,291 $937,000

Others Institutions Holding FALN

# of Institutions

292

Shares Held

46.4M

Call Options Held

0

Put Options Held

0

About ISHARES TR FALLEN ANGELS USD B

Ticker FALN
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