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 6,777 shares of IYR stock, worth $591,089. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,777
Previous 7,298 7.14%
Holding current value
$591,089
Previous $667,000 8.7%
% of portfolio
0.04%
Previous 0.05%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$82.26 - $89.17 $4,935 - $5,350
60 Added 0.8%
7,529 $633,000
Q3 2022

Nov 15, 2022
SELL
N/A
-104 Reduced 1.37%
7,469 $608,000
Q2 2022

Aug 09, 2022
SELL
N/A
-2,894 Reduced 27.65%
7,573 $697,000
Q1 2022

May 09, 2022
BUY
N/A
504 Added 5.06%
10,467 $1.13 Million
Q4 2021

Feb 10, 2022
SELL
N/A
-54 Reduced 0.54%
9,963 $1.16 Million
Q3 2021

Nov 05, 2021
SELL
N/A
-301 Reduced 2.92%
10,017 $1.03 Million
Q2 2021

Aug 09, 2021
BUY
N/A
10,318 New
10,318 $1.05 Million
Q1 2021

May 12, 2021
SELL
N/A
-10,024 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
N/A
10,024 New
10,024 $859,000
Q3 2020

Nov 13, 2020
SELL
N/A
-8,469 Closed
0 $0
Q2 2020

Aug 03, 2020
BUY
N/A
8,469 New
8,469 $667,000
Q1 2020

May 12, 2020
SELL
N/A
-5,763 Closed
0 $0
Q4 2019

Jan 29, 2020
BUY
N/A
197 Added 3.54%
5,763 $536,000
Q3 2019

Nov 15, 2019
BUY
N/A
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
550
Shares Held
51.2M
Call Options Held
7.14M
Put Options Held
6.54M
View Full List

About ISHARES TR

IYR Quotes by TradingView
  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
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