Regal Investment Advisors LLC Ishares Tr Transaction History

Regal Investment Advisors LLC

$1.43 Billion
Q1 2024

A detailed history of Regal Investment Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Regal Investment Advisors LLC holds 4,665 shares of IYE stock, worth $224,806. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,665

Previous 5,636 17.23%

Holding current value

$224,806

Previous $248,000 7.26%

% of portfolio

0.02%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$41.9 - $49.4 $40,684 - $47,967	-971 Reduced 17.23%	4,665 $230,000
Q4 2023 Feb 14, 2024	BUY	$42.54 - $48.28 $39,859 - $45,238	937 Added 19.94%	5,636 $248,000
Q1 2023 May 11, 2023	SELL	$40.63 - $49.07 $235,369 - $284,262	-5,793 Reduced 55.21%	4,699 $205,000
Q4 2022 Mar 01, 2023	SELL	$44.46 - $50.5 $62,288 - $70,750	-1,401 Reduced 11.78%	10,492 $487,000
Q3 2022 Nov 15, 2022	SELL	$36.07 - $45.64 $761,077 - $963,004	-21,100 Reduced 63.95%	11,893 $467,000

Q2 2022 Aug 09, 2022	SELL	$37.64 - $48.83 $638,487 - $828,303	-16,963 Reduced 33.96%	32,993 $1.26 Million
Q1 2022 May 09, 2022	SELL	$31.0 - $42.12 $68,603 - $93,211	-2,213 Reduced 4.24%	49,956 $2.04 Million
Q4 2021 Feb 10, 2022	SELL	$28.79 - $32.36 $46,841 - $52,649	-1,627 Reduced 3.02%	52,169 $1.57 Million
Q3 2021 Nov 05, 2021	SELL	$24.81 - $29.6 $232,271 - $277,115	-9,362 Reduced 14.82%	53,796 $1.52 Million
Q2 2021 Aug 09, 2021	BUY	$25.2 - $30.0 $1.59 Million - $1.89 Million	63,158 New	63,158 $1.84 Million

Others Institutions Holding IYE

# of Institutions

331

Shares Held

14.8M

Call Options Held

38.1K

Put Options Held

2.9K

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About ISHARES TR

Ticker IYE
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Regal Investment Advisors LLC Ishares Tr Transaction History