Regal Investment Advisors LLC Ishares Tr Edge High Yield Def Transaction History

Regal Investment Advisors LLC

$1.3 Billion
Q4 2024

A detailed history of Regal Investment Advisors LLC transactions in Ishares Tr Edge High Yield Def stock. As of the latest transaction made, Regal Investment Advisors LLC holds 17,396 shares of HYDB stock, worth $826,483. This represents 0.06% of its overall portfolio holdings.

Number of Shares

17,396

Previous 9,454 84.01%

Holding current value

$826,483

Previous $454,000 79.96%

% of portfolio

0.06%

Previous 0.03%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$46.68 - $47.95 $370,732 - $380,818	7,942 Added 84.01%	17,396 $817,000
Q3 2024 Nov 12, 2024	SELL	$46.14 - $48.06 $14,672 - $15,283	-318 Reduced 3.25%	9,454 $454,000
Q2 2024 Aug 14, 2024	BUY	$45.56 - $46.71 $3,690 - $3,783	81 Added 0.84%	9,772 $453,000
Q1 2024 May 15, 2024	SELL	$45.81 - $46.79 $99,270 - $101,393	-2,167 Reduced 18.27%	9,691 $452,000
Q4 2023 Feb 14, 2024	BUY	$42.96 - $46.57 $91,805 - $99,520	2,137 Added 21.98%	11,858 $547,000
Q3 2023 Nov 13, 2023	BUY	$43.79 - $45.2 $1,970 - $2,034	45 Added 0.47%	9,721 $427,000
Q2 2023 Aug 11, 2023	BUY	$43.85 - $44.7 $34,597 - $35,268	789 Added 8.88%	9,676 $432,000
Q1 2023 May 11, 2023	SELL	$43.32 - $45.54 $13,342 - $14,026	-308 Reduced 3.35%	8,887 $396,000
Q4 2022 Mar 01, 2023	SELL	$42.43 - $44.84 $12,644 - $13,362	-298 Reduced 3.14%	9,195 $400,000
Q3 2022 Nov 15, 2022	BUY	$42.53 - $46.67 $6,209 - $6,813	146 Added 1.56%	9,493 $404,000
Q2 2022 Aug 09, 2022	SELL	$43.5 - $48.88 $2,610 - $2,932	-60 Reduced 0.64%	9,347 $407,000
Q1 2022 May 09, 2022	SELL	$47.41 - $51.36 $127,106 - $137,696	-2,681 Reduced 22.18%	9,407 $458,000
Q4 2021 Feb 10, 2022	BUY	$50.64 - $51.82 $47,804 - $48,918	944 Added 8.47%	12,088 $621,000
Q3 2021 Nov 05, 2021	BUY	$51.38 - $52.09 $32,729 - $33,181	637 Added 6.06%	11,144 $576,000
Q2 2021 Aug 09, 2021	BUY	$51.17 - $52.1 $537,643 - $547,414	10,507 New	10,507 $547,000

Others Institutions Holding HYDB

# of Institutions

233

Shares Held

20M

Call Options Held

Put Options Held

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About ISHARES TR EDGE HIGH YIELD DEF

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Regal Investment Advisors LLC Ishares Tr Edge High Yield Def Transaction History