Regal Investment Advisors LLC Ishares Barclays 0 5 Year Tips Transaction History

Regal Investment Advisors LLC

$1.4 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	BUY	$98.69 - $99.57 $252,745 - $254,998	2,561 New	2,561 $254,000
Q3 2023 Nov 13, 2023	SELL	$96.73 - $97.56 $54,749 - $55,218	-566 Reduced 21.01%	2,128 $206,000
Q2 2023 Aug 11, 2023	SELL	$97.43 - $99.5 $5.74 Million - $5.86 Million	-58,865 Reduced 95.62%	2,694 $262,000
Q1 2023 May 11, 2023	SELL	$96.86 - $99.23 $10.7 Million - $11 Million	-110,492 Reduced 64.22%	61,559 $6.11 Million
Q4 2022 Mar 01, 2023	SELL	$96.57 - $98.11 $121,485 - $123,422	-1,258 Reduced 0.73%	172,051 $16.7 Million
Q3 2022 Nov 15, 2022	BUY	$96.11 - $102.85 $1.89 Million - $2.02 Million	19,634 Added 12.78%	173,309 $16.7 Million
Q2 2022 Aug 09, 2022	BUY	$101.26 - $104.65 $12.6 Million - $13.1 Million	124,768 Added 431.62%	153,675 $15.6 Million
Q1 2022 May 09, 2022	BUY	$103.82 - $106.76 $1.58 Million - $1.63 Million	15,227 Added 111.31%	28,907 $3.03 Million
Q4 2021 Feb 10, 2022	BUY	$105.21 - $107.0 $1.44 Million - $1.46 Million	13,680 New	13,680 $1.45 Million
Q1 2018 Apr 25, 2018	SELL	$99.45 - $100.14 $625,043 - $629,379	-6,285 Closed	0 $0
Q4 2017 Feb 06, 2018	BUY	$99.63 - $100.62 $626,174 - $632,396	6,285	6,285 $628,000

Others Institutions Holding STIP

# of Institutions

622

Shares Held

53.9M

Call Options Held

33.5K

Put Options Held

0

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