Regal Investment Advisors LLC Ishares Barclays 20+ Year Trea Transaction History

Regal Investment Advisors LLC

$1.4 Billion
Q3 2024

A detailed history of Regal Investment Advisors LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Regal Investment Advisors LLC holds 37,461 shares of TLT stock, worth $3.22 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

37,461

Previous 33,738 11.04%

Holding current value

$3.22 Million

Previous $3.1 Million 18.67%

% of portfolio

0.26%

Previous 0.21%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$89.91 - $101.33 $334,734 - $377,251	3,723 Added 11.04%	37,461 $3.67 Million
Q2 2024 Aug 14, 2024	BUY	$87.78 - $94.67 $264,656 - $285,430	3,015 Added 9.81%	33,738 $3.1 Million
Q1 2024 May 15, 2024	SELL	$92.18 - $98.72 $848,609 - $908,816	-9,206 Reduced 23.06%	30,723 $2.91 Million
Q4 2023 Feb 14, 2024	BUY	$82.77 - $100.51 $1,572 - $1,909	19 Added 0.05%	39,929 $3.95 Million
Q3 2023 Nov 13, 2023	BUY	$88.41 - $102.95 $2.46 Million - $2.87 Million	27,835 Added 230.52%	39,910 $3.54 Million
Q2 2023 Aug 11, 2023	SELL	$100.28 - $108.53 $218,209 - $236,161	-2,176 Reduced 15.27%	12,075 $1.24 Million
Q1 2023 May 11, 2023	BUY	$99.48 - $108.63 $390,359 - $426,264	3,924 Added 38.0%	14,251 $1.52 Million
Q4 2022 Mar 01, 2023	SELL	$92.4 - $109.47 $4.03 Million - $4.78 Million	-43,647 Reduced 80.87%	10,327 $1.03 Million
Q3 2022 Nov 15, 2022	BUY	$100.95 - $120.04 $4.58 Million - $5.44 Million	45,349 Added 525.79%	53,974 $5.53 Million
Q2 2022 Aug 09, 2022	BUY	$108.81 - $132.38 $564,941 - $687,316	5,192 Added 151.24%	8,625 $991,000
Q1 2022 May 09, 2022	SELL	$128.66 - $144.3 $264,910 - $297,113	-2,059 Reduced 37.49%	3,433 $453,000
Q4 2021 Feb 10, 2022	SELL	$141.52 - $154.35 $2.23 Million - $2.43 Million	-15,767 Reduced 74.17%	5,492 $814,000
Q3 2021 Nov 05, 2021	BUY	$144.09 - $151.79 $2.06 Million - $2.17 Million	14,274 Added 204.35%	21,259 $3.07 Million
Q2 2021 Aug 09, 2021	BUY	$135.6 - $145.73 $947,166 - $1.02 Million	6,985 New	6,985 $1.01 Million
Q1 2021 May 12, 2021	SELL	$133.92 - $157.54 $5.79 Million - $6.81 Million	-43,256 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$155.16 - $163.36 $6.71 Million - $7.07 Million	43,256 New	43,256 $6.82 Million
Q3 2020 Nov 13, 2020	SELL	$161.12 - $171.57 $1.82 Million - $1.93 Million	-11,269 Closed	0 $0
Q2 2020 Aug 03, 2020	BUY	$156.11 - $171.29 $1.76 Million - $1.93 Million	11,269 New	11,269 $1.85 Million
Q1 2020 May 12, 2020	SELL	$136.74 - $171.29 $1.9 Million - $2.38 Million	-13,890 Closed	0 $0
Q4 2019 Jan 29, 2020	BUY	$134.91 - $145.99 $285,604 - $309,060	2,117 Added 17.98%	13,890 $1.88 Million
Q3 2019 Nov 15, 2019	BUY	$130.07 - $147.8 $105,876 - $120,309	814 Added 7.43%	11,773 $1.69 Million
Q2 2019 Jul 26, 2019	SELL	$122.21 - $132.9 $448,266 - $487,477	-3,668 Reduced 25.08%	10,959 $1.46 Million
Q1 2019 May 09, 2019	BUY	$118.66 - $126.56 $473,572 - $505,100	3,991 Added 37.52%	14,627 $1.85 Million
Q4 2018 Feb 04, 2019	BUY	$112.0 - $121.51 $277,200 - $300,737	2,475 Added 30.33%	10,636 $1.29 Million
Q3 2018 Nov 05, 2018	BUY	$116.61 - $122.75 $951,654 - $1 Million	8,161 New	8,161 $957,000
Q1 2018 Apr 25, 2018	SELL	$116.74 - $126.09 $1.76 Million - $1.9 Million	-15,044 Closed	0 $0
Q4 2017 Feb 06, 2018	SELL	$122.43 - $128.35 $841,583 - $882,277	-6,874 Reduced 31.36%	15,044 $1.91 Million
Q3 2017 Nov 08, 2017	BUY	$124.48 - $129.28 $2.73 Million - $2.83 Million	21,918	21,918 $2.73 Million

Others Institutions Holding TLT

# of Institutions

1,355

Shares Held

479M

Call Options Held

148M

Put Options Held

145M

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About ISHARES BARCLAYS 20+ YEAR TREA

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Regal Investment Advisors LLC Ishares Barclays 20+ Year Trea Transaction History