Regal Investment Advisors LLC Ishares Russell Mid Cap ETF 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 ETF stock. As of the latest transaction made, Regal Investment Advisors LLC holds 19,928 shares of IWR stock, worth $1.9 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
19,928
Previous 18,340 8.66%
Holding current value
$1.9 Million
Previous $1.49 Million 18.09%
% of portfolio
0.13%
Previous 0.1%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,409
Shares Held
341M
Call Options Held
130K
Put Options Held
26.6K
View Full List

About ISHARES RUSSELL MID-CAP ETF

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