Regal Investment Advisors LLC Ishares Russell Midcap Value E Transaction History

Regal Investment Advisors LLC

  • $1.49 Billion
  • Q2 2024

A detailed history of Regal Investment Advisors LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Regal Investment Advisors LLC holds 2,731 shares of IWS stock, worth $366,691. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,731
Previous 2,744 0.47%
Holding current value
$366,691
Previous $343,000 4.08%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 14, 2024
SELL
$117.31 - $125.13 $1,525 - $1,626
-13 Reduced 0.47%
2,731 $329,000
Q1 2024

May 15, 2024
BUY
$112.43 - $125.33 $224 - $250
2 Added 0.07%
2,744 $343,000
Q4 2023

Feb 14, 2024
SELL
$97.63 - $117.08 $20,990 - $25,172
-215 Reduced 7.27%
2,742 $318,000
Q3 2023

Nov 13, 2023
SELL
$103.48 - $114.68 $11,796 - $13,073
-114 Reduced 3.71%
2,957 $308,000
Q2 2023

Aug 11, 2023
BUY
$101.5 - $109.84 $34,104 - $36,906
336 Added 12.29%
3,071 $337,000
Q1 2023

May 11, 2023
BUY
$100.22 - $116.23 $200 - $232
2 Added 0.07%
2,735 $290,000
Q4 2022

Mar 01, 2023
SELL
$96.57 - $111.69 $772 - $893
-8 Reduced 0.29%
2,733 $287,000
Q3 2022

Nov 15, 2022
BUY
$96.05 - $115.74 $288 - $347
3 Added 0.11%
2,741 $263,000
Q2 2022

Aug 09, 2022
SELL
$99.42 - $121.64 $11,830 - $14,475
-119 Reduced 4.17%
2,738 $278,000
Q1 2022

May 09, 2022
SELL
$112.23 - $123.59 $162,845 - $179,329
-1,451 Reduced 33.68%
2,857 $342,000
Q4 2021

Feb 10, 2022
BUY
$114.04 - $122.75 $188,166 - $202,537
1,650 Added 62.08%
4,308 $527,000
Q3 2021

Nov 05, 2021
BUY
$110.67 - $119.04 $2,545 - $2,737
23 Added 0.87%
2,658 $301,000
Q2 2021

Aug 09, 2021
BUY
$110.51 - $117.85 $291,193 - $310,534
2,635 New
2,635 $303,000
Q1 2021

May 12, 2021
SELL
$95.27 - $111.97 $203,401 - $239,055
-2,135 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$80.93 - $96.96 $172,785 - $207,009
2,135 New
2,135 $207,000
Q2 2019

Jul 26, 2019
SELL
$83.93 - $89.74 $193,039 - $206,402
-2,300 Closed
0 $0
Q1 2019

May 09, 2019
BUY
$75.3 - $87.47 $173,190 - $201,181
2,300 New
2,300 $200,000

Others Institutions Holding IWS

# of Institutions
923
Shares Held
94.8M
Call Options Held
43.6K
Put Options Held
0
View Full List

About ISHARES RUSSELL MIDCAP VALUE E

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