Regal Investment Advisors LLC Ishares Core S&P U.S Growth Et Transaction History

Regal Investment Advisors LLC

$1.4 Billion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	SELL	$109.98 - $128.59 $45,201 - $52,850	-411 Reduced 20.66%	1,578 $201,000
Q1 2024 May 15, 2024	SELL	$100.95 - $117.92 $73,592 - $85,963	-729 Reduced 26.82%	1,989 $233,000
Q4 2023 Feb 14, 2024	BUY	$91.06 - $104.51 $455 - $522	5 Added 0.18%	2,718 $282,000
Q3 2023 Nov 13, 2023	SELL	$94.27 - $100.74 $9,238 - $9,872	-98 Reduced 3.49%	2,713 $257,000
Q2 2023 Aug 11, 2023	BUY	$87.77 - $97.64 $175 - $195	2 Added 0.07%	2,811 $274,000
Q1 2023 May 11, 2023	SELL	$79.81 - $88.77 $50,998 - $56,724	-639 Reduced 18.53%	2,809 $249,000
Q4 2022 Mar 01, 2023	BUY	$78.88 - $88.47 $50,719 - $56,886	643 Added 22.92%	3,448 $281,000
Q3 2022 Nov 15, 2022	BUY	$80.18 - $99.02 $2,806 - $3,465	35 Added 1.26%	2,805 $225,000
Q2 2022 Aug 09, 2022	SELL	$80.61 - $107.49 $5,481 - $7,309	-68 Reduced 2.4%	2,770 $232,000
Q1 2022 May 09, 2022	SELL	$94.61 - $116.48 $33,870 - $41,699	-358 Reduced 11.2%	2,838 $300,000
Q4 2021 Feb 10, 2022	BUY	$101.4 - $117.16 $101 - $117	1 Added 0.03%	3,196 $370,000
Q3 2021 Nov 05, 2021	BUY	$101.41 - $109.45 $202 - $218	2 Added 0.06%	3,195 $327,000
Q2 2021 Aug 09, 2021	BUY	$91.91 - $101.16 $293,468 - $323,003	3,193 New	3,193 $322,000

Others Institutions Holding IUSG

# of Institutions

740

Shares Held

115M

Call Options Held

6.3K

Put Options Held

3.3K

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