Regal Investment Advisors LLC Ishares Tr Transaction History

Regal Investment Advisors LLC

$1.4 Billion
Q3 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 6,205 shares of IYR stock, worth $622,733. This represents 0.05% of its overall portfolio holdings.

Number of Shares

6,205

Previous 6,718 7.64%

Holding current value

$622,733

Previous $589,000 7.3%

% of portfolio

0.05%

Previous 0.04%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$86.93 - $103.61 $44,595 - $53,151	-513 Reduced 7.64%	6,205 $632,000
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

# of Institutions

597

Shares Held

56.3M

Call Options Held

11.4M

Put Options Held

13.1M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

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Regal Investment Advisors LLC Ishares Tr Transaction History