A detailed history of Regal Investment Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Regal Investment Advisors LLC holds 28,271 shares of IDV stock, worth $796,394. This represents 0.06% of its overall portfolio holdings.

Number of Shares
28,271
Previous 18,692 51.25%
Holding current value
$796,394
Previous $517,000 65.18%
% of portfolio
0.06%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$27.62 - $30.64 $264,571 - $293,500
9,579 Added 51.25%
28,271 $854,000
Q2 2024

Aug 14, 2024

BUY
$26.94 - $30.1 $90,706 - $101,346
3,367 Added 21.97%
18,692 $517,000
Q1 2024

May 15, 2024

BUY
$26.95 - $28.13 $162,966 - $170,102
6,047 Added 65.18%
15,325 $429,000
Q4 2023

Feb 14, 2024

BUY
$24.46 - $28.13 $226,939 - $260,990
9,278 New
9,278 $259,000

Others Institutions Holding IDV

About ISHARES TR


  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
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