Regal Investment Advisors LLC Ishares Tr Russell 200 Growth Transaction History

Regal Investment Advisors LLC

  • $1.49 Billion
  • Q2 2024

A detailed history of Regal Investment Advisors LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Regal Investment Advisors LLC holds 2,897 shares of IWY stock, worth $618,741. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,897
Previous 2,957 2.03%
Holding current value
$618,741
Previous $576,000 7.81%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Aug 14, 2024
SELL
$183.56 - $216.15 $11,013 - $12,969
-60 Reduced 2.03%
2,897 $621,000
Q1 2024

May 15, 2024
BUY
$170.38 - $196.82 $78,545 - $90,734
461 Added 18.47%
2,957 $576,000
Q4 2023

Feb 14, 2024
SELL
$149.01 - $175.92 $10,430 - $12,314
-70 Reduced 2.73%
2,496 $437,000
Q3 2023

Nov 13, 2023
SELL
$152.69 - $164.44 $205,368 - $221,171
-1,345 Reduced 34.39%
2,566 $394,000
Q2 2023

Aug 11, 2023
BUY
$136.24 - $158.56 $95,231 - $110,833
699 Added 21.76%
3,911 $620,000
Q1 2023

May 11, 2023
SELL
$117.74 - $138.93 $9,536 - $11,253
-81 Reduced 2.46%
3,212 $446,000
Q4 2022

Mar 01, 2023
BUY
$117.55 - $131.34 $47,137 - $52,667
401 Added 13.87%
3,293 $396,000
Q3 2022

Nov 15, 2022
SELL
$119.49 - $146.95 $25,929 - $31,888
-217 Reduced 6.98%
2,892 $346,000
Q2 2022

Aug 09, 2022
SELL
$120.18 - $161.96 $896,062 - $1.21 Million
-7,456 Reduced 70.57%
3,109 $389,000
Q1 2022

May 09, 2022
BUY
$141.01 - $175.1 $1.02 Million - $1.27 Million
7,260 Added 219.67%
10,565 $1.68 Million
Q4 2021

Feb 10, 2022
BUY
$150.99 - $175.61 $99,653 - $115,902
660 Added 24.95%
3,305 $573,000
Q3 2021

Nov 05, 2021
SELL
$151.1 - $163.27 $75,096 - $81,145
-497 Reduced 15.82%
2,645 $404,000
Q2 2021

Aug 09, 2021
BUY
$136.12 - $150.82 $427,689 - $473,876
3,142 New
3,142 $473,000
Q1 2021

May 12, 2021
SELL
$127.24 - $139.47 $212,490 - $232,914
-1,670 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$116.6 - $133.06 $194,722 - $222,210
1,670 New
1,670 $222,000

Others Institutions Holding IWY

# of Institutions
512
Shares Held
53.6M
Call Options Held
5.4K
Put Options Held
600
View Full List

About ISHARES TR RUSSELL 200 GROWTH

IWY Quotes by TradingView
  • Ticker IWY
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