Regal Investment Advisors LLC Ishares Russell Mid Cap Growth Transaction History

Regal Investment Advisors LLC

  • $1.4 Billion
  • Q3 2024

A detailed history of Regal Investment Advisors LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Regal Investment Advisors LLC holds 3,042 shares of IWP stock, worth $386,181. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,042
Previous 3,851 21.01%
Holding current value
$386,181
Previous $424,000 16.04%
% of portfolio
0.03%
Previous 0.03%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$103.87 - $117.59 $84,030 - $95,130
-809 Reduced 21.01%
3,042 $356,000
Q2 2024

Aug 14, 2024
SELL
$105.7 - $113.43 $410,538 - $440,562
-3,884 Reduced 50.21%
3,851 $424,000
Q1 2024

May 15, 2024
SELL
$100.66 - $114.14 $518,902 - $588,391
-5,155 Reduced 39.99%
7,735 $882,000
Q4 2023

Feb 14, 2024
BUY
$85.66 - $105.12 $787,900 - $966,893
9,198 Added 249.13%
12,890 $1.35 Million
Q3 2023

Nov 13, 2023
SELL
$89.97 - $100.32 $10,616 - $11,837
-118 Reduced 3.1%
3,692 $337,000
Q2 2023

Aug 11, 2023
BUY
$87.72 - $96.63 $87 - $96
1 Added 0.03%
3,810 $368,000
Q1 2023

May 11, 2023
BUY
$82.89 - $94.68 $165 - $189
2 Added 0.05%
3,809 $346,000
Q4 2022

Mar 01, 2023
BUY
$77.4 - $89.88 $232 - $269
3 Added 0.08%
3,807 $318,000
Q3 2022

Nov 15, 2022
BUY
$78.02 - $94.38 $156 - $188
2 Added 0.05%
3,804 $298,000
Q2 2022

Aug 09, 2022
BUY
$75.41 - $102.47 $150 - $204
2 Added 0.05%
3,802 $301,000
Q1 2022

May 09, 2022
SELL
$89.52 - $114.03 $946,405 - $1.21 Million
-10,572 Reduced 73.56%
3,800 $382,000
Q4 2021

Feb 10, 2022
BUY
$109.8 - $123.28 $1.23 Million - $1.38 Million
11,218 Added 355.68%
14,372 $1.66 Million
Q3 2021

Nov 05, 2021
BUY
$109.39 - $119.47 $4,594 - $5,017
42 Added 1.35%
3,154 $353,000
Q2 2021

Aug 09, 2021
BUY
$99.98 - $113.73 $311,137 - $353,927
3,112 New
3,112 $352,000
Q1 2021

May 12, 2021
SELL
$96.94 - $112.05 $741,784 - $857,406
-7,652 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$86.54 - $104.78 $662,204 - $801,776
7,652 New
7,652 $786,000
Q3 2020

Nov 13, 2020
SELL
$79.56 - $90.13 $319,512 - $361,962
-4,016 Closed
0 $0
Q2 2020

Aug 03, 2020
BUY
$57.59 - $81.27 $231,281 - $326,380
4,016 New
4,016 $635,000

Others Institutions Holding IWP

# of Institutions
1,085
Shares Held
102M
Call Options Held
59.7K
Put Options Held
5.2K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

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