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 $638,469. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,897

Previous 2,957 2.03%

Holding current value

$638,469

Previous $576,000 7.81%

% of portfolio

0.04%

Previous 0.04%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

515

Shares Held

52.7M

Call Options Held

Put Options Held

700

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About ISHARES TR RUSSELL 200 GROWTH

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Regal Investment Advisors LLC Ishares Tr Russell 200 Growth Transaction History