Regal Investment Advisors LLC Spdr Nuveen Bloomberg Short Te Transaction History

Regal Investment Advisors LLC

  • $1.4 Billion
  • Q3 2024

A detailed history of Regal Investment Advisors LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Regal Investment Advisors LLC holds 39,667 shares of SHM stock, worth $1.9 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
39,667
Previous 38,232 3.75%
Holding current value
$1.9 Million
Previous $1.8 Million 5.82%
% of portfolio
0.14%
Previous 0.12%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$47.01 - $48.2 $67,459 - $69,167
1,435 Added 3.75%
39,667 $1.91 Million
Q2 2024

Aug 14, 2024
BUY
$46.84 - $47.32 $2,669 - $2,697
57 Added 0.15%
38,232 $1.8 Million
Q1 2024

May 15, 2024
SELL
$47.44 - $47.9 $3,652 - $3,688
-77 Reduced 0.2%
38,175 $1.81 Million
Q4 2023

Feb 14, 2024
BUY
$46.12 - $47.85 $51,054 - $52,969
1,107 Added 2.98%
38,252 $1.83 Million
Q3 2023

Nov 13, 2023
BUY
$46.19 - $47.22 $9,053 - $9,255
196 Added 0.53%
37,145 $1.72 Million
Q2 2023

Aug 11, 2023
BUY
$46.54 - $47.72 $406,526 - $416,834
8,735 Added 30.96%
36,949 $1.74 Million
Q1 2023

May 11, 2023
SELL
$46.61 - $47.68 $96,575 - $98,792
-2,072 Reduced 6.84%
28,214 $1.34 Million
Q4 2022

Mar 01, 2023
BUY
$45.97 - $47.2 $33,833 - $34,739
736 Added 2.49%
30,286 $1.42 Million
Q3 2022

Nov 15, 2022
BUY
$46.05 - $47.82 $57,194 - $59,392
1,242 Added 4.39%
29,550 $1.36 Million
Q2 2022

Aug 09, 2022
BUY
$46.52 - $47.45 $154,865 - $157,961
3,329 Added 13.33%
28,308 $1.34 Million
Q1 2022

May 09, 2022
BUY
$47.3 - $49.17 $10,689 - $11,112
226 Added 0.91%
24,979 $1.18 Million
Q4 2021

Feb 10, 2022
BUY
$49.16 - $49.38 $99,155 - $99,599
2,017 Added 8.87%
24,753 $1.22 Million
Q3 2021

Nov 05, 2021
BUY
$49.4 - $49.69 $21,884 - $22,012
443 Added 1.99%
22,736 $1.12 Million
Q2 2021

Aug 09, 2021
BUY
$49.5 - $49.73 $49,846 - $50,078
1,007 Added 4.73%
22,293 $1.11 Million
Q1 2021

May 12, 2021
SELL
$49.43 - $49.87 $39,939 - $40,294
-808 Reduced 3.66%
21,286 $1.06 Million
Q4 2020

Feb 12, 2021
BUY
$49.66 - $49.86 $59,443 - $59,682
1,197 Added 5.73%
22,094 $1.1 Million
Q3 2020

Nov 13, 2020
SELL
$49.76 - $50.06 $13,136 - $13,215
-264 Reduced 1.25%
20,897 $1.04 Million
Q2 2020

Aug 03, 2020
BUY
$48.24 - $49.96 $71,781 - $74,340
1,488 Added 7.56%
21,161 $1.06 Million
Q1 2020

May 12, 2020
SELL
$43.92 - $49.69 $33,115 - $37,466
-754 Reduced 3.69%
19,673 $962,000
Q4 2019

Jan 29, 2020
BUY
$48.87 - $49.12 $42,419 - $42,636
868 Added 4.44%
20,427 $1 Million
Q3 2019

Nov 15, 2019
BUY
$48.76 - $49.06 $15,993 - $16,091
328 Added 1.71%
19,559 $958,000
Q2 2019

Jul 26, 2019
BUY
N/A
536 Added 2.87%
19,231 $941,000
Q1 2019

May 09, 2019
SELL
N/A
-730 Reduced 3.76%
18,695 $906,000
Q4 2018

Feb 04, 2019
BUY
N/A
2,607 Added 15.5%
19,425 $934,000
Q3 2018

Nov 05, 2018
SELL
N/A
-19 Reduced 0.11%
16,818 $802,000
Q2 2018

Aug 10, 2018
BUY
N/A
738 Added 4.58%
16,837 $808,000
Q1 2018

Apr 25, 2018
SELL
N/A
-168 Reduced 1.03%
16,099 $770,000
Q4 2017

Feb 06, 2018
BUY
N/A
992 Added 6.49%
16,267 $779,000
Q3 2017

Nov 08, 2017
BUY
N/A
15,275
15,275 $742,000

Others Institutions Holding SHM

# of Institutions
442
Shares Held
72.8M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR NUVEEN BLOOMBERG SHORT TE

SHM Quotes by TradingView
  • Ticker SHM
  • Sector ETFs
  • Industry ETFs
More about SHM
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