Regal Investment Advisors LLC Ishares Tr Broad Usd High Yiel Transaction History

Regal Investment Advisors LLC

$1.4 Billion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	SELL	$35.59 - $36.41 $9,787 - $10,012	-275 Reduced 4.32%	6,085 $220,000
Q1 2024 May 15, 2024	SELL	$36.0 - $36.66 $42,012 - $42,782	-1,167 Reduced 15.5%	6,360 $232,000
Q4 2023 Feb 14, 2024	SELL	$33.79 - $36.59 $168 - $182	-5 Reduced 0.07%	7,527 $273,000
Q3 2023 Nov 13, 2023	BUY	$34.58 - $35.56 $15,664 - $16,108	453 Added 6.4%	7,532 $261,000
Q2 2023 Aug 11, 2023	SELL	$34.61 - $35.48 $34,956 - $35,834	-1,010 Reduced 12.49%	7,079 $249,000
Q1 2023 May 11, 2023	SELL	$34.35 - $36.15 $17,484 - $18,400	-509 Reduced 5.92%	8,089 $287,000
Q4 2022 Mar 01, 2023	BUY	$33.49 - $35.59 $9,276 - $9,858	277 Added 3.33%	8,598 $296,000
Q3 2022 Nov 15, 2022	BUY	$33.56 - $37.12 $38,728 - $42,836	1,154 Added 16.1%	8,321 $280,000
Q2 2022 Aug 09, 2022	SELL	$34.25 - $38.92 $103,161 - $117,227	-3,012 Reduced 29.59%	7,167 $248,000
Q1 2022 May 09, 2022	BUY	$37.82 - $41.16 $80,443 - $87,547	2,127 Added 26.42%	10,179 $396,000
Q4 2021 Feb 10, 2022	SELL	$40.46 - $41.49 $905,171 - $928,214	-22,372 Reduced 73.53%	8,052 $332,000
Q3 2021 Nov 05, 2021	BUY	$41.23 - $41.8 $246,225 - $249,629	5,972 Added 24.42%	30,424 $1.26 Million
Q2 2021 Aug 09, 2021	BUY	$40.95 - $41.72 $1 Million - $1.02 Million	24,452 New	24,452 $1.02 Million

Others Institutions Holding USHY

# of Institutions

529

Shares Held

426M

Call Options Held

200

Put Options Held

0

About ISHARES TR BROAD USD HIGH YIEL

Ticker USHY
Sector ETFs
Industry ETFs

More about USHY

Track This Portfolio

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.