Regal Investment Advisors LLC Ishares Tr Russell 1000 ETF Transaction History

Regal Investment Advisors LLC

  • $1.29 Billion
  • Q2 2025

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 2,535 shares of IWB stock, worth $886,489. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,535
Previous 1,892 33.99%
Holding current value
$886,489
Previous $580,000 48.28%
% of portfolio
0.07%
Previous 0.05%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$272.36 - $339.57 $175,127 - $218,343
643 Added 33.99%
2,535 $860,000
Q1 2025

May 12, 2025
SELL
$302.31 - $337.54 $37,486 - $41,854
-124 Reduced 6.15%
1,892 $580,000
Q4 2024

Feb 13, 2025
BUY
$311.11 - $335.64 $1,866 - $2,013
6 Added 0.3%
2,016 $649,000
Q3 2024

Nov 12, 2024
SELL
$283.28 - $314.39 $430,585 - $477,872
-1,520 Reduced 43.06%
2,010 $631,000
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

# of Institutions
1,553
Shares Held
97.6M
Call Options Held
66.9K
Put Options Held
199K
View Full List

About ISHARES TR RUSSELL 1000 ETF

IWB Quotes by TradingView
  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
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