A detailed history of Regal Investment Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Regal Investment Advisors LLC holds 2,640 shares of IYF stock, worth $303,388. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,640
Previous 2,640 -0.0%
Holding current value
$303,388
Previous $249,000 10.04%
% of portfolio
0.02%
Previous 0.02%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$83.91 - $95.65 $10,069 - $11,478
-120 Reduced 4.35%
2,640 $252,000
Q2 2023

Aug 11, 2023

BUY
$68.91 - $74.74 $190,191 - $206,282
2,760 New
2,760 $205,000
Q4 2022

Mar 01, 2023

BUY
$67.64 - $80.38 $186,686 - $221,848
2,760 New
2,760 $208,000
Q2 2022

Aug 09, 2022

SELL
$67.96 - $84.37 $187,569 - $232,861
-2,760 Closed
0 $0
Q4 2021

Feb 10, 2022

SELL
$83.02 - $90.24 $8,302 - $9,024
-100 Reduced 3.5%
2,760 $239,000
Q2 2021

Aug 09, 2021

BUY
$75.91 - $83.61 $217,102 - $239,124
2,860 New
2,860 $232,000
Q1 2021

May 12, 2021

SELL
$65.2 - $76.35 $199,512 - $233,630
-3,060 Closed
0 $0
Q4 2020

Feb 12, 2021

BUY
$55.06 - $66.77 $168,483 - $204,316
3,060 New
3,060 $204,000
Q3 2020

Nov 13, 2020

SELL
$54.05 - $60.26 $115,126 - $128,353
-2,130 Closed
0 $0
Q2 2020

Aug 03, 2020

BUY
$45.62 - $62.0 $97,170 - $132,060
2,130 New
2,130 $235,000
Q1 2020

May 12, 2020

SELL
$41.18 - $71.71 $86,230 - $150,160
-2,094 Closed
0 $0
Q4 2019

Jan 29, 2020

BUY
$62.23 - $68.93 $13,752 - $15,233
221 Added 11.8%
2,094 $288,000
Q2 2019

Jul 26, 2019

BUY
N/A
1 Added 0.05%
1,873 $235,000
Q1 2019

May 09, 2019

SELL
N/A
-24 Reduced 1.27%
1,872 $221,000
Q4 2018

Feb 04, 2019

SELL
N/A
-482 Reduced 20.27%
1,896 $202,000
Q3 2018

Nov 05, 2018

BUY
N/A
313 Added 15.16%
2,378 $289,000
Q2 2018

Aug 10, 2018

SELL
N/A
-142 Reduced 6.43%
2,065 $242,000
Q1 2018

Apr 25, 2018

BUY
N/A
133 Added 6.41%
2,207 $260,000
Q4 2017

Feb 06, 2018

SELL
N/A
-11 Reduced 0.53%
2,074 $248,000
Q3 2017

Nov 08, 2017

BUY
N/A
2,085
2,085 $234,000

Others Institutions Holding IYF

About ISHARES TR


  • Ticker IYF
  • Sector ETFs
  • Industry ETFs
More about IYF
Track This Portfolio

Track Regal Investment Advisors LLC Portfolio

Follow Regal Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Regal Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Regal Investment Advisors LLC with notifications on news.