A detailed history of Regal Investment Advisors LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Regal Investment Advisors LLC holds 3,530 shares of IWB stock, worth $1.13 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,530
Previous 3,390 4.13%
Holding current value
$1.13 Million
Previous $976,000 7.58%
% of portfolio
0.07%
Previous 0.07%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$272.21 - $298.72 $38,109 - $41,820
140 Added 4.13%
3,530 $1.05 Million
Q1 2024

May 15, 2024

BUY
$257.46 - $288.1 $1,544 - $1,728
6 Added 0.18%
3,390 $976,000
Q4 2023

Feb 14, 2024

BUY
$225.16 - $263.17 $102,672 - $120,005
456 Added 15.57%
3,384 $887,000
Q2 2023

Aug 11, 2023

BUY
$221.85 - $243.74 $1,109 - $1,218
5 Added 0.17%
2,928 $713,000
Q1 2023

May 11, 2023

BUY
$208.78 - $230.55 $1,879 - $2,074
9 Added 0.31%
2,923 $658,000
Q4 2022

Mar 01, 2023

SELL
$196.94 - $224.49 $15,755 - $17,959
-80 Reduced 2.67%
2,914 $613,000
Q3 2022

Nov 15, 2022

BUY
$197.33 - $237.63 $54,463 - $65,585
276 Added 10.15%
2,994 $591,000
Q2 2022

Aug 09, 2022

BUY
$201.03 - $253.2 $20,907 - $26,332
104 Added 3.98%
2,718 $565,000
Q1 2022

May 09, 2022

BUY
$230.48 - $266.11 $260,672 - $300,970
1,131 Added 76.26%
2,614 $654,000
Q4 2021

Feb 10, 2022

BUY
$241.33 - $266.02 $241 - $266
1 Added 0.07%
1,483 $392,000
Q3 2021

Nov 05, 2021

BUY
$239.32 - $255.42 $239 - $255
1 Added 0.07%
1,482 $358,000
Q2 2021

Aug 09, 2021

BUY
$226.48 - $242.11 $93,083 - $99,507
411 Added 38.41%
1,481 $359,000
Q1 2021

May 12, 2021

SELL
$208.89 - $225.24 $52,640 - $56,760
-252 Reduced 19.06%
1,070 $239,000
Q4 2020

Feb 12, 2021

BUY
$182.85 - $211.84 $46,078 - $53,383
252 Added 23.55%
1,322 $280,000
Q3 2020

Nov 13, 2020

SELL
$172.79 - $199.44 $31,102 - $35,899
-180 Reduced 14.4%
1,070 $200,000
Q2 2020

Aug 03, 2020

BUY
$135.3 - $179.75 $169,125 - $224,687
1,250 New
1,250 $215,000
Q1 2020

May 12, 2020

SELL
$122.99 - $188.06 $187,436 - $286,603
-1,524 Closed
0 $0
Q4 2019

Jan 29, 2020

BUY
$159.7 - $178.97 $35,932 - $40,268
225 Added 17.32%
1,524 $272,000
Q2 2019

Jul 26, 2019

BUY
N/A
1,299 New
1,299 $211,000
Q4 2018

Feb 04, 2019

SELL
N/A
-1,597 Closed
0 $0
Q3 2018

Nov 05, 2018

BUY
N/A
1,597 New
1,597 $258,000
Q2 2018

Aug 10, 2018

SELL
N/A
-1,597 Closed
0 $0
Q1 2018

Apr 25, 2018

SELL
N/A
-39 Reduced 2.38%
1,597 $235,000
Q4 2017

Feb 06, 2018

BUY
N/A
1,636
1,636 $243,000

Others Institutions Holding IWB

About ISHARES TR RUSSELL 1000 ETF


  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
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