Regal Investment Advisors LLC Ishares Global Information Tec Transaction History

Regal Investment Advisors LLC

$1.4 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 09, 2022	SELL	$44.6 - $58.78 $1.32 Million - $1.74 Million	-29,627 Reduced 74.47%	10,157 $464,000
Q1 2022 May 09, 2022	BUY	$51.69 - $65.08 $607,460 - $764,820	11,752 Added 41.92%	39,784 $2.31 Million
Q4 2021 Feb 10, 2022	SELL	$55.78 - $65.48 $1.62 Million - $1.9 Million	-29,073 Reduced 50.91%	28,032 $1.81 Million
Q3 2021 Nov 05, 2021	BUY	$56.11 - $60.64 $2.83 Million - $3.06 Million	50,460 Added 759.37%	57,105 $3.24 Million
Q2 2021 Aug 09, 2021	BUY	$50.33 - $56.35 $334,442 - $374,445	6,645 New	6,645 $2.24 Million
Q1 2021 May 12, 2021	SELL	$48.57 - $53.88 $255,138 - $283,031	-5,253 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$41.76 - $50.01 $219,365 - $262,702	5,253 New	5,253 $1.58 Million
Q3 2020 Nov 13, 2020	SELL	$39.38 - $47.07 $169,058 - $202,071	-4,293 Closed	0 $0
Q2 2020 Aug 03, 2020	BUY	$28.79 - $39.26 $123,595 - $168,543	4,293 New	4,293 $1.01 Million

Others Institutions Holding IXN

# of Institutions

474

Shares Held

32.6M

Call Options Held

5.7K

Put Options Held

600

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

4.93M
Shares

$410 Million
0.17% of portfolio
Jpmorgan Chase & CO New York, NY

2.78M
Shares

$232 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

2.33M
Shares

$194 Million
0.02% of portfolio
Phoenix Holdings Ltd. Givatayim, L3

1.86M
Shares

$155 Million
2.31% of portfolio
Pgim Custom Harvest LLC Newark, NJ

1.42M
Shares

$118 Million
2.4% of portfolio

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