Regal Investment Advisors LLC Ishares Barclays Transaction History

Regal Investment Advisors LLC

$1.4 Billion
Q3 2024

A detailed history of Regal Investment Advisors LLC transactions in Ishares Barclays stock. As of the latest transaction made, Regal Investment Advisors LLC holds 4,392 shares of IEF stock, worth $405,162. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,392

Previous 2,418 81.64%

Holding current value

$405,162

Previous $226,000 90.27%

% of portfolio

0.03%

Previous 0.02%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$92.67 - $99.14 $182,930 - $195,702	1,974 Added 81.64%	4,392 $430,000
Q2 2024 Aug 14, 2024	SELL	$91.24 - $94.6 $331,748 - $343,965	-3,636 Reduced 60.06%	2,418 $226,000
Q1 2024 May 15, 2024	BUY	$93.54 - $96.82 $365,367 - $378,178	3,906 Added 181.84%	6,054 $573,000
Q4 2023 Feb 14, 2024	BUY	$88.95 - $97.0 $191,064 - $208,356	2,148 New	2,148 $207,000
Q2 2023 Aug 11, 2023	BUY	$96.39 - $100.48 $215,913 - $225,075	2,240 New	2,240 $216,000
Q3 2022 Nov 15, 2022	BUY	$94.56 - $105.6 $713,928 - $797,280	7,550 New	7,550 $725,000
Q1 2021 May 12, 2021	SELL	$112.93 - $119.98 $2 Million - $2.12 Million	-17,700 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$119.27 - $121.81 $2.11 Million - $2.16 Million	17,700 New	17,700 $2.12 Million
Q1 2020 May 12, 2020	SELL	$110.73 - $121.48 $418,780 - $459,437	-3,782 Closed	0 $0
Q4 2019 Jan 29, 2020	BUY	$110.18 - $113.81 $416,700 - $430,429	3,782 New	3,782 $417,000
Q1 2019 May 09, 2019	SELL	$103.43 - $106.84 $3.49 Million - $3.6 Million	-33,699 Closed	0 $0
Q4 2018 Feb 04, 2019	BUY	$99.72 - $104.2 $3.36 Million - $3.51 Million	33,699 New	33,699 $3.51 Million

Others Institutions Holding IEF

# of Institutions

1,055

Shares Held

280M

Call Options Held

13.2M

Put Options Held

13.9M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

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Regal Investment Advisors LLC Ishares Barclays Transaction History