Regal Investment Advisors LLC Ishares Tr Transaction History

Regal Investment Advisors LLC

$1.4 Billion
Q3 2024

A detailed history of Regal Investment Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Regal Investment Advisors LLC holds 115,457 shares of IEFA stock, worth $8.12 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares

115,457

Previous 119,685 3.53%

Holding current value

$8.12 Million

Previous $8.69 Million 3.66%

% of portfolio

0.65%

Previous 0.58%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$70.09 - $78.74 $296,340 - $332,912	-4,228 Reduced 3.53%	115,457 $9.01 Million
Q2 2024 Aug 14, 2024	BUY	$70.77 - $76.19 $40,338 - $43,428	570 Added 0.48%	119,685 $8.69 Million
Q1 2024 May 15, 2024	BUY	$68.14 - $74.43 $2.72 Million - $2.97 Million	39,940 Added 50.45%	119,115 $8.84 Million
Q4 2023 Feb 14, 2024	BUY	$61.3 - $70.47 $198,489 - $228,181	3,238 Added 4.26%	79,175 $5.57 Million
Q3 2023 Nov 13, 2023	SELL	$64.04 - $69.58 $5,955 - $6,470	-93 Reduced 0.12%	75,937 $4.89 Million
Q2 2023 Aug 11, 2023	BUY	$66.03 - $69.1 $210,569 - $220,359	3,189 Added 4.38%	76,030 $5.13 Million
Q1 2023 May 11, 2023	SELL	$62.17 - $67.7 $135,095 - $147,112	-2,173 Reduced 2.9%	72,841 $4.87 Million
Q4 2022 Mar 01, 2023	BUY	$52.35 - $63.65 $189,349 - $230,222	3,617 Added 5.07%	75,014 $4.62 Million
Q3 2022 Nov 15, 2022	BUY	$52.32 - $63.1 $251,659 - $303,511	4,810 Added 7.22%	71,397 $3.76 Million
Q2 2022 Aug 09, 2022	BUY	$57.91 - $70.46 $326,959 - $397,817	5,646 Added 9.26%	66,587 $3.92 Million
Q1 2022 May 09, 2022	BUY	$63.26 - $75.48 $84,135 - $100,388	1,330 Added 2.23%	60,941 $4.24 Million
Q4 2021 Feb 10, 2022	BUY	$72.36 - $77.76 $128,439 - $138,024	1,775 Added 3.07%	59,611 $4.45 Million
Q3 2021 Nov 05, 2021	BUY	$72.98 - $78.2 $101,296 - $108,541	1,388 Added 2.46%	57,836 $4.29 Million
Q2 2021 Aug 09, 2021	BUY	$73.11 - $77.88 $4.13 Million - $4.4 Million	56,448 New	56,448 $4.23 Million
Q1 2021 May 12, 2021	SELL	$68.58 - $73.12 $4.35 Million - $4.64 Million	-63,445 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$58.13 - $69.71 $3.69 Million - $4.42 Million	63,445 New	63,445 $4.38 Million
Q3 2020 Nov 13, 2020	SELL	$57.43 - $62.28 $3.64 Million - $3.95 Million	-63,406 Closed	0 $0
Q2 2020 Aug 03, 2020	BUY	$47.43 - $60.75 $3.01 Million - $3.85 Million	63,406 New	63,406 $3.62 Million
Q1 2020 May 12, 2020	SELL	$43.31 - $66.12 $2.14 Million - $3.27 Million	-49,500 Closed	0 $0
Q4 2019 Jan 29, 2020	BUY	$59.36 - $65.51 $514,710 - $568,037	8,671 Added 21.24%	49,500 $3.23 Million
Q3 2019 Nov 15, 2019	BUY	$57.44 - $62.42 $218,903 - $237,882	3,811 Added 10.29%	40,829 $2.49 Million
Q2 2019 Jul 26, 2019	BUY	$59.39 - $62.73 $104,526 - $110,404	1,760 Added 4.99%	37,018 $2.27 Million
Q1 2019 May 09, 2019	SELL	$54.44 - $61.46 $99,135 - $111,918	-1,821 Reduced 4.91%	35,258 $2.14 Million
Q4 2018 Feb 04, 2019	SELL	$53.06 - $64.19 $40,697 - $49,233	-767 Reduced 2.03%	37,079 $2.04 Million
Q3 2018 Nov 05, 2018	BUY	$61.82 - $65.16 $421,365 - $444,130	6,816 Added 21.97%	37,846 $2.43 Million
Q2 2018 Aug 10, 2018	SELL	$62.74 - $67.79 $268,966 - $290,615	-4,287 Reduced 12.14%	31,030 $1.97 Million
Q1 2018 Apr 25, 2018	BUY	$64.18 - $70.84 $202,680 - $223,712	3,158 Added 9.82%	35,317 $2.33 Million
Q4 2017 Feb 06, 2018	BUY	$64.09 - $66.44 $13,779 - $14,284	215 Added 0.67%	32,159 $2.13 Million
Q3 2017 Nov 08, 2017	BUY	$62.19 - $64.17 $1.99 Million - $2.05 Million	31,944	31,944 $2.05 Million

Others Institutions Holding IEFA

# of Institutions

2,003

Shares Held

1.43B

Call Options Held

164K

Put Options Held

52.1K

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About ISHARES TR

Ticker IEFA
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Regal Investment Advisors LLC Ishares Tr Transaction History