Regal Investment Advisors LLC Ishares Tr Dow Jones Us Medica Transaction History

Regal Investment Advisors LLC

$1.4 Billion
Q3 2024

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$54.36 - $57.86 $14,514 - $15,448	-267 Reduced 6.27%	3,989 $223,000
Q1 2024 May 15, 2024	BUY	$52.72 - $58.68 $316 - $352	6 Added 0.14%	4,256 $249,000
Q4 2023 Feb 14, 2024	SELL	$44.46 - $54.12 $328,781 - $400,217	-7,395 Reduced 63.5%	4,250 $229,000
Q3 2023 Nov 13, 2023	SELL	$48.19 - $57.76 $14,553 - $17,443	-302 Reduced 2.53%	11,645 $564,000
Q2 2023 Aug 11, 2023	SELL	$52.68 - $57.17 $191,333 - $207,641	-3,632 Reduced 23.31%	11,947 $674,000
Q1 2023 May 11, 2023	BUY	$50.46 - $56.06 $29,115 - $32,346	577 Added 3.85%	15,579 $840,000
Q4 2022 Mar 01, 2023	SELL	$47.29 - $54.28 $204,198 - $234,381	-4,318 Reduced 22.35%	15,002 $788,000
Q3 2022 Nov 15, 2022	SELL	$47.07 - $55.56 $1,459 - $1,722	-31 Reduced 0.16%	19,320 $911,000
Q2 2022 Aug 09, 2022	SELL	$47.65 - $62.2 $16,010 - $20,899	-336 Reduced 1.71%	19,351 $976,000
Q1 2022 May 09, 2022	SELL	$55.84 - $65.41 $85,881 - $100,600	-1,538 Reduced 7.25%	19,687 $1.2 Million
Q4 2021 Feb 10, 2022	SELL	$61.58 - $66.32 $20,937 - $22,548	-340 Reduced 1.58%	21,225 $1.4 Million
Q3 2021 Nov 05, 2021	BUY	$60.41 - $67.15 $1.09 Million - $1.21 Million	18,079 Added 518.62%	21,565 $1.35 Million
Q2 2021 Aug 09, 2021	BUY	$55.06 - $60.62 $191,939 - $211,321	3,486 New	3,486 $1.26 Million
Q1 2021 May 12, 2021	SELL	$52.97 - $58.45 $384,985 - $424,814	-7,268 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$49.24 - $54.55 $357,876 - $396,469	7,268 New	7,268 $2.38 Million
Q3 2020 Nov 13, 2020	SELL	$44.27 - $51.59 $298,335 - $347,665	-6,739 Closed	0 $0
Q2 2020 Aug 03, 2020	BUY	$35.5 - $45.33 $239,234 - $305,478	6,739 New	6,739 $1.78 Million
Q1 2020 May 12, 2020	SELL	$30.83 - $46.19 $68,473 - $102,587	-2,221 Closed	0 $0
Q4 2019 Jan 29, 2020	BUY	$39.26 - $44.28 $25,283 - $28,516	644 Added 40.84%	2,221 $587,000
Q3 2019 Nov 15, 2019	BUY	$39.44 - $41.95 $7,178 - $7,634	182 Added 13.05%	1,577 $390,000
Q2 2019 Jul 26, 2019	SELL	$35.61 - $40.33 $2,065 - $2,339	-58 Reduced 3.99%	1,395 $336,000
Q1 2019 May 09, 2019	SELL	$31.41 - $38.92 $4,240 - $5,254	-135 Reduced 8.5%	1,453 $337,000
Q4 2018 Feb 04, 2019	SELL	$30.61 - $37.95 $4,805 - $5,958	-157 Reduced 9.0%	1,588 $317,000
Q3 2018 Nov 05, 2018	BUY	$33.54 - $37.91 $58,527 - $66,152	1,745 New	1,745 $397,000

Others Institutions Holding IHI

# of Institutions

621

Shares Held

36.8M

Call Options Held

311K

Put Options Held

1.15M

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