Regal Investment Advisors LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Regal Investment Advisors LLC

$1.4 Billion
Q3 2024

A detailed history of Regal Investment Advisors LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Regal Investment Advisors LLC holds 18,735 shares of SGOV stock, worth $1.89 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

18,735

Previous 16,203 15.63%

Holding current value

$1.89 Million

Previous $1.63 Million 15.63%

% of portfolio

0.14%

Previous 0.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$100.3 - $100.74 $253,959 - $255,073	2,532 Added 15.63%	18,735 $1.89 Million
Q2 2024 Aug 14, 2024	BUY	$100.29 - $100.75 $769,826 - $773,357	7,676 Added 90.02%	16,203 $1.63 Million
Q1 2024 May 15, 2024	BUY	$100.29 - $100.71 $630,824 - $633,465	6,290 Added 281.18%	8,527 $858,000
Q4 2023 Feb 14, 2024	SELL	$100.05 - $100.73 $291,645 - $293,627	-2,915 Reduced 56.58%	2,237 $224,000
Q3 2023 Nov 13, 2023	BUY	$100.2 - $100.67 $3,006 - $3,020	30 Added 0.59%	5,152 $518,000
Q2 2023 Aug 11, 2023	BUY	$100.18 - $100.63 $513,121 - $515,426	5,122 New	5,122 $515,000

Others Institutions Holding SGOV

# of Institutions

710

Shares Held

91.6M

Call Options Held

Put Options Held

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About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
Sector ETFs
Industry ETFs

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Regal Investment Advisors LLC Ishares Trishares 0 3 Mnth Tre Transaction History