A detailed history of Regal Investment Advisors LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Regal Investment Advisors LLC holds 44,099 shares of SHY stock, worth $3.62 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
44,099
Previous 43,131 2.24%
Holding current value
$3.62 Million
Previous $3.52 Million 4.12%
% of portfolio
0.26%
Previous 0.24%

Shares

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

Nov 12, 2024

BUY
$81.31 - $83.29 $78,708 - $80,624
968 Added 2.24%
44,099 $3.67 Million
Q2 2024

Aug 14, 2024

SELL
$81.05 - $81.66 $1.21 Million - $1.22 Million
-14,921 Reduced 25.7%
43,131 $3.52 Million
Q1 2024

May 15, 2024

SELL
$81.49 - $82.34 $365,075 - $368,883
-4,480 Reduced 7.16%
58,052 $4.75 Million
Q4 2023

Feb 14, 2024

SELL
$80.62 - $82.04 $1.19 Million - $1.21 Million
-14,806 Reduced 19.14%
62,532 $5.13 Million
Q3 2023

Nov 13, 2023

SELL
$80.71 - $81.38 $329,458 - $332,193
-4,082 Reduced 5.01%
77,338 $6.26 Million
Q2 2023

Aug 11, 2023

SELL
$81.05 - $82.41 $595,069 - $605,054
-7,342 Reduced 8.27%
81,420 $6.6 Million
Q1 2023

May 11, 2023

BUY
$80.51 - $82.52 $1.4 Million - $1.44 Million
17,422 Added 24.42%
88,762 $7.29 Million
Q4 2022

Mar 01, 2023

BUY
$80.6 - $81.52 $849,443 - $859,139
10,539 Added 17.33%
71,340 $5.79 Million
Q3 2022

Nov 15, 2022

BUY
$81.04 - $83.06 $2.32 Million - $2.38 Million
28,615 Added 88.91%
60,801 $4.94 Million
Q2 2022

Aug 09, 2022

BUY
$81.97 - $83.48 $2.24 Million - $2.28 Million
27,366 Added 567.76%
32,186 $2.67 Million
Q1 2022

May 09, 2022

SELL
$83.25 - $85.49 $41,125 - $42,232
-494 Reduced 9.3%
4,820 $402,000
Q4 2021

Feb 10, 2022

SELL
$85.5 - $86.18 $24,453 - $24,647
-286 Reduced 5.11%
5,314 $455,000
Q3 2021

Nov 05, 2021

SELL
$86.09 - $86.31 $13,688 - $13,723
-159 Reduced 2.76%
5,600 $482,000
Q2 2021

Aug 09, 2021

BUY
$86.11 - $86.32 $495,907 - $497,116
5,759 New
5,759 $496,000
Q1 2021

May 12, 2021

SELL
$86.21 - $86.4 $607,090 - $608,428
-7,042 Closed
0 $0
Q4 2020

Feb 12, 2021

BUY
$86.32 - $86.46 $607,865 - $608,851
7,042 New
7,042 $608,000
Q3 2020

Nov 13, 2020

SELL
$86.46 - $86.63 $334,427 - $335,084
-3,868 Closed
0 $0
Q2 2020

Aug 03, 2020

BUY
$86.48 - $86.8 $334,504 - $335,742
3,868 New
3,868 $335,000
Q1 2020

May 12, 2020

SELL
$84.67 - $86.69 $262,392 - $268,652
-3,099 Closed
0 $0
Q4 2019

Jan 29, 2020

SELL
$84.51 - $85.05 $17,662 - $17,775
-209 Reduced 6.32%
3,099 $262,000
Q3 2019

Nov 15, 2019

SELL
$84.4 - $85.1 $73,259 - $73,866
-868 Reduced 20.79%
3,308 $281,000
Q2 2019

Jul 26, 2019

SELL
$83.84 - $84.81 $176,986 - $179,033
-2,111 Reduced 33.58%
4,176 $354,000
Q1 2019

May 09, 2019

SELL
$83.51 - $84.18 $211,614 - $213,312
-2,534 Reduced 28.73%
6,287 $529,000
Q4 2018

Feb 04, 2019

BUY
$82.85 - $83.62 $730,819 - $737,612
8,821 New
8,821 $738,000
Q4 2017

Feb 06, 2018

SELL
$83.78 - $84.55 $1.72 Million - $1.74 Million
-20,558 Closed
0 $0
Q3 2017

Nov 08, 2017

BUY
$84.45 - $84.47 $1.74 Million - $1.74 Million
20,558
20,558 $1.74 Million

Others Institutions Holding SHY

About ISHARES BARCLAYS 1-3 YEAR TREA


  • Ticker SHY
  • Sector ETFs
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