Regal Investment Advisors LLC Ishares Trust Ishares Esg Awar Transaction History

Regal Investment Advisors LLC

$1.3 Billion
Q4 2024

A detailed history of Regal Investment Advisors LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Regal Investment Advisors LLC holds 16,009 shares of ESGU stock, worth $2.08 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

16,009

Previous 15,971 0.24%

Holding current value

$2.08 Million

Previous $2.02 Million 2.33%

% of portfolio

0.16%

Previous 0.14%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$124.61 - $133.96 $4,735 - $5,090	38 Added 0.24%	16,009 $2.06 Million
Q3 2024 Nov 12, 2024	BUY	$113.45 - $126.18 $35,623 - $39,620	314 Added 2.01%	15,971 $2.02 Million
Q2 2024 Aug 14, 2024	SELL	$108.69 - $119.84 $32,389 - $35,712	-298 Reduced 1.87%	15,657 $1.87 Million
Q1 2024 May 15, 2024	SELL	$102.91 - $114.96 $2.75 Million - $3.07 Million	-26,741 Reduced 62.63%	15,955 $1.83 Million
Q4 2023 Feb 14, 2024	BUY	$89.99 - $105.25 $136,064 - $159,138	1,512 Added 3.67%	42,696 $4.48 Million
Q3 2023 Nov 13, 2023	SELL	$93.48 - $100.86 $1.44 Million - $1.55 Million	-15,413 Reduced 27.23%	41,184 $3.87 Million
Q2 2023 Aug 11, 2023	SELL	$88.97 - $97.46 $53,826 - $58,963	-605 Reduced 1.06%	56,597 $5.52 Million
Q1 2023 May 11, 2023	SELL	$84.05 - $92.64 $6.24 Million - $6.88 Million	-74,278 Reduced 56.49%	57,202 $5.17 Million
Q4 2022 Mar 01, 2023	SELL	$79.22 - $90.53 $864,923 - $988,406	-10,918 Reduced 7.67%	131,480 $11.1 Million
Q3 2022 Nov 15, 2022	BUY	$79.41 - $95.97 $1.5 Million - $1.81 Million	18,898 Added 15.3%	142,398 $11.3 Million
Q2 2022 Aug 09, 2022	SELL	$81.27 - $102.58 $510,131 - $643,894	-6,277 Reduced 4.84%	123,500 $10.4 Million
Q1 2022 May 09, 2022	BUY	$93.13 - $108.44 $374,382 - $435,928	4,020 Added 3.2%	129,777 $13.2 Million
Q4 2021 Feb 10, 2022	BUY	$98.21 - $108.46 $1.39 Million - $1.54 Million	14,164 Added 12.69%	125,757 $13.6 Million
Q3 2021 Nov 05, 2021	BUY	$97.63 - $104.12 $1.74 Million - $1.86 Million	17,823 Added 19.01%	111,593 $11 Million
Q2 2021 Aug 09, 2021	BUY	$91.95 - $98.47 $8.62 Million - $9.23 Million	93,770 New	93,770 $9.23 Million
Q1 2021 May 12, 2021	SELL	$84.89 - $91.26 $7.48 Million - $8.04 Million	-88,058 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$74.43 - $86.03 $6.55 Million - $7.58 Million	88,058 New	88,058 $7.58 Million
Q3 2020 Nov 13, 2020	SELL	$70.41 - $81.56 $3.67 Million - $4.25 Million	-52,138 Closed	0 $0
Q2 2020 Aug 03, 2020	BUY	$55.08 - $72.67 $2.87 Million - $3.79 Million	52,138 New	52,138 $3.65 Million

Others Institutions Holding ESGU

# of Institutions

857

Shares Held

96.9M

Call Options Held

Put Options Held

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Regal Investment Advisors LLC Ishares Trust Ishares Esg Awar Transaction History