Regal Investment Advisors LLC Ishares Tr Esg Msci Usa Leader Transaction History

Regal Investment Advisors LLC

$1.3 Billion
Q4 2024

A detailed history of Regal Investment Advisors LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Regal Investment Advisors LLC holds 3,064 shares of SUSL stock, worth $321,505. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,064

Previous 3,230 5.14%

Holding current value

$321,505

Previous $327,000 3.67%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$100.38 - $107.86 $16,663 - $17,904	-166 Reduced 5.14%	3,064 $315,000
Q3 2024 Nov 12, 2024	BUY	$91.41 - $101.59 $10,055 - $11,174	110 Added 3.53%	3,230 $327,000
Q2 2024 Aug 14, 2024	SELL	$87.95 - $97.99 $12,049 - $13,424	-137 Reduced 4.21%	3,120 $303,000
Q4 2023 Feb 14, 2024	BUY	$72.21 - $84.55 $2,238 - $2,621	31 Added 0.96%	3,257 $274,000
Q3 2023 Nov 13, 2023	SELL	$74.91 - $80.11 $49,515 - $52,952	-661 Reduced 17.01%	3,226 $243,000
Q2 2023 Aug 11, 2023	SELL	$70.03 - $77.42 $40,197 - $44,439	-574 Reduced 12.87%	3,887 $300,000
Q1 2023 May 11, 2023	BUY	$65.64 - $72.48 $292,820 - $323,333	4,461 New	4,461 $317,000
Q3 2022 Nov 15, 2022	BUY	$61.76 - $74.65 $358,331 - $433,119	5,802 New	5,802 $358,000

Others Institutions Holding SUSL

# of Institutions

174

Shares Held

8.15M

Call Options Held

Put Options Held

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About ISHARES TR ESG MSCI USA LEADER

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Regal Investment Advisors LLC Ishares Tr Esg Msci Usa Leader Transaction History