A detailed history of Regal Investment Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Regal Investment Advisors LLC holds 6,718 shares of IYR stock, worth $652,989. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,718
Previous 6,777 0.87%
Holding current value
$652,989
Previous $609,000 3.28%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Aug 14, 2024

SELL
$81.6 - $89.23 $4,814 - $5,264
-59 Reduced 0.87%
6,718 $589,000
Q1 2024

May 15, 2024

SELL
$85.32 - $92.22 $44,451 - $48,046
-521 Reduced 7.14%
6,777 $609,000
Q4 2023

Feb 14, 2024

BUY
$73.28 - $92.46 $17,807 - $22,467
243 Added 3.44%
7,298 $667,000
Q3 2023

Nov 13, 2023

SELL
$77.12 - $89.86 $11,953 - $13,928
-155 Reduced 2.15%
7,055 $551,000
Q2 2023

Aug 11, 2023

BUY
$80.51 - $86.54 $805 - $865
10 Added 0.14%
7,210 $623,000
Q1 2023

May 11, 2023

SELL
$78.73 - $95.24 $25,902 - $31,333
-329 Reduced 4.37%
7,200 $611,000
Q4 2022

Mar 01, 2023

BUY
$76.97 - $89.17 $4,618 - $5,350
60 Added 0.8%
7,529 $633,000
Q3 2022

Nov 15, 2022

SELL
$80.64 - $103.19 $8,386 - $10,731
-104 Reduced 1.37%
7,469 $608,000
Q2 2022

Aug 09, 2022

SELL
$86.95 - $112.38 $251,633 - $325,227
-2,894 Reduced 27.65%
7,573 $697,000
Q1 2022

May 09, 2022

BUY
$99.21 - $115.26 $50,001 - $58,091
504 Added 5.06%
10,467 $1.13 Million
Q4 2021

Feb 10, 2022

SELL
$103.03 - $116.14 $5,563 - $6,271
-54 Reduced 0.54%
9,963 $1.16 Million
Q3 2021

Nov 05, 2021

SELL
$102.34 - $111.27 $30,804 - $33,492
-301 Reduced 2.92%
10,017 $1.03 Million
Q2 2021

Aug 09, 2021

BUY
$93.58 - $104.97 $965,558 - $1.08 Million
10,318 New
10,318 $1.05 Million
Q1 2021

May 12, 2021

SELL
$82.27 - $92.74 $824,674 - $929,625
-10,024 Closed
0 $0
Q4 2020

Feb 12, 2021

BUY
$76.87 - $86.71 $770,544 - $869,181
10,024 New
10,024 $859,000
Q3 2020

Nov 13, 2020

SELL
$76.71 - $84.15 $649,656 - $712,666
-8,469 Closed
0 $0
Q2 2020

Aug 03, 2020

BUY
$64.24 - $86.82 $544,048 - $735,278
8,469 New
8,469 $667,000
Q1 2020

May 12, 2020

SELL
$57.84 - $100.28 $333,331 - $577,913
-5,763 Closed
0 $0
Q4 2019

Jan 29, 2020

BUY
$89.52 - $95.36 $17,635 - $18,785
197 Added 3.54%
5,763 $536,000
Q3 2019

Nov 15, 2019

BUY
$91.54 - $93.76 $66,915 - $68,538
731 Added 15.12%
5,566 $521,000
Q2 2019

Jul 26, 2019

BUY
N/A
168 Added 3.6%
4,835 $422,000
Q1 2019

May 09, 2019

SELL
N/A
-1,345 Reduced 22.37%
4,667 $406,000
Q4 2018

Feb 04, 2019

SELL
N/A
-853 Reduced 12.43%
6,012 $451,000
Q3 2018

Nov 05, 2018

BUY
N/A
2,452 Added 55.56%
6,865 $549,000
Q2 2018

Aug 10, 2018

SELL
N/A
-1,012 Reduced 18.65%
4,413 $356,000
Q1 2018

Apr 25, 2018

SELL
N/A
-46 Reduced 0.84%
5,425 $409,000
Q4 2017

Feb 06, 2018

BUY
N/A
848 Added 18.34%
5,471 $443,000
Q3 2017

Nov 08, 2017

BUY
N/A
4,623
4,623 $369,000

Others Institutions Holding IYR

About ISHARES TR


  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
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.