Regal Investment Advisors LLC Ishares Russell Mid Cap ETF Transaction History

Regal Investment Advisors LLC

$1.3 Billion
Q4 2024

A detailed history of Regal Investment Advisors LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Regal Investment Advisors LLC holds 3,123 shares of IWR stock, worth $289,221. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,123

Previous 19,928 84.33%

Holding current value

$289,221

Previous $1.76 Million 84.28%

% of portfolio

0.02%

Previous 0.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$87.25 - $95.52 $1.47 Million - $1.61 Million	-16,805 Reduced 84.33%	3,123 $276,000
Q3 2024 Nov 12, 2024	BUY	$79.92 - $88.19 $126,912 - $140,045	1,588 Added 8.66%	19,928 $1.76 Million
Q2 2024 Aug 14, 2024	BUY	$78.66 - $83.59 $246,441 - $261,887	3,133 Added 20.6%	18,340 $1.49 Million
Q1 2024 May 15, 2024	BUY	$75.37 - $84.09 $259,423 - $289,437	3,442 Added 29.26%	15,207 $1.28 Million
Q4 2023 Feb 14, 2024	BUY	$64.84 - $78.27 $190,435 - $229,878	2,937 Added 33.27%	11,765 $914,000
Q3 2023 Nov 13, 2023	BUY	$68.54 - $75.91 $161,343 - $178,692	2,354 Added 36.36%	8,828 $611,000
Q2 2023 Aug 11, 2023	BUY	$67.49 - $73.03 $436,930 - $472,796	6,474 New	6,474 $472,000

Others Institutions Holding IWR

# of Institutions

1,531

Shares Held

366M

Call Options Held

180K

Put Options Held

19.1K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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Regal Investment Advisors LLC Ishares Russell Mid Cap ETF Transaction History