Regal Investment Advisors LLC Ishares Tr Transaction History

Regal Investment Advisors LLC

  • $1.21 Billion
  • Q1 2025

A detailed history of Regal Investment Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Regal Investment Advisors LLC holds 9,054 shares of SHV stock, worth $999,471. This represents 0.08% of its overall portfolio holdings.

Number of Shares
9,054
Previous 10,684 15.26%
Holding current value
$999,471
Previous $1.18 Million 14.97%
% of portfolio
0.08%
Previous 0.09%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
SELL
$110.11 - $110.51 $179,479 - $180,131
-1,630 Reduced 15.26%
9,054 $1 Million
Q4 2024

Feb 13, 2025
SELL
$109.92 - $110.57 $46,716 - $46,992
-425 Reduced 3.83%
10,684 $1.18 Million
Q3 2024

Nov 12, 2024
BUY
$110.05 - $110.63 $587,006 - $590,100
5,334 Added 92.36%
11,109 $1.23 Million
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
803
Shares Held
102M
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
Track This Portfolio

Track Regal Investment Advisors LLC Portfolio

Follow Regal Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Regal Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Regal Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email