Regal Investment Advisors LLC Ishares Tr Transaction History

Regal Investment Advisors LLC

  • $1.49 Billion
  • Q2 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 5,775 shares of SHV stock, worth $636,462. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,775
Previous 11,735 50.79%
Holding current value
$636,462
Previous $1.3 Million 50.81%
% of portfolio
0.04%
Previous 0.09%

Shares

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

Aug 14, 2024
SELL
$110.04 - $110.51 $655,838 - $658,639
-5,960 Reduced 50.79%
5,775 $638,000
Q1 2024

May 15, 2024
BUY
$110.11 - $110.57 $411,811 - $413,531
3,740 Added 46.78%
11,735 $1.3 Million
Q4 2023

Feb 14, 2024
SELL
$109.86 - $110.59 $1.42 Million - $1.43 Million
-12,934 Reduced 61.8%
7,995 $880,000
Q3 2023

Nov 13, 2023
BUY
$109.99 - $110.5 $298,842 - $300,228
2,717 Added 14.92%
20,929 $2.31 Million
Q2 2023

Aug 11, 2023
SELL
$110.0 - $110.45 $1.28 Million - $1.28 Million
-11,613 Reduced 38.94%
18,212 $2.01 Million
Q1 2023

May 11, 2023
BUY
$109.94 - $110.5 $1.04 Million - $1.04 Million
9,444 Added 46.34%
29,825 $3.3 Million
Q4 2022

Mar 01, 2023
BUY
$109.74 - $110.1 $626,944 - $629,001
5,713 Added 38.95%
20,381 $2.24 Million
Q3 2022

Nov 15, 2022
BUY
$109.92 - $110.13 $1.61 Million - $1.62 Million
14,668 New
14,668 $1.61 Million
Q1 2021

May 12, 2021
SELL
$110.51 - $110.53 $324,346 - $324,405
-2,935 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$110.51 - $110.7 $324,346 - $324,904
2,935 New
2,935 $324,000
Q3 2020

Nov 13, 2020
SELL
$110.7 - $110.74 $225,053 - $225,134
-2,033 Closed
0 $0
Q2 2020

Aug 03, 2020
BUY
$110.71 - $110.94 $225,073 - $225,541
2,033 New
2,033 $225,000
Q1 2020

May 12, 2020
SELL
$110.45 - $111.07 $241,775 - $243,132
-2,189 Closed
0 $0
Q4 2019

Jan 29, 2020
BUY
$110.39 - $110.72 $241,643 - $242,366
2,189 New
2,189 $242,000
Q2 2019

Jul 26, 2019
SELL
$110.35 - $110.67 $1.04 Million - $1.05 Million
-9,454 Closed
0 $0
Q1 2019

May 09, 2019
BUY
$110.31 - $110.57 $1.04 Million - $1.05 Million
9,454 New
9,454 $1.05 Million

Others Institutions Holding SHV

# of Institutions
712
Shares Held
114M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

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