Regal Investment Advisors LLC Ishares Tr Transaction History

Regal Investment Advisors LLC

$1.46 Billion
Q3 2025

A detailed history of Regal Investment Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Regal Investment Advisors LLC holds 31,207 shares of IDV stock, worth $1.19 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

31,207

Previous 31,250 0.14%

Holding current value

$1.19 Million

Previous $1.08 Million 5.75%

% of portfolio

0.08%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$34.54 - $37.28 $1,485 - $1,603	-43 Reduced 0.14%	31,207 $1.14 Million
Q2 2025 Aug 11, 2025	BUY	$27.79 - $34.84 $24,010 - $30,101	864 Added 2.84%	31,250 $1.08 Million
Q1 2025 May 12, 2025	SELL	$27.0 - $31.7 $5,427 - $6,371	-201 Reduced 0.66%	30,386 $942,000
Q4 2024 Feb 13, 2025	BUY	$27.03 - $29.92 $62,601 - $69,294	2,316 Added 8.19%	30,587 $837,000
Q3 2024 Nov 12, 2024	BUY	$27.62 - $30.64 $264,571 - $293,500	9,579 Added 51.25%	28,271 $854,000

Q2 2024 Aug 14, 2024	BUY	$26.94 - $30.1 $90,706 - $101,346	3,367 Added 21.97%	18,692 $517,000
Q1 2024 May 15, 2024	BUY	$26.95 - $28.13 $162,966 - $170,102	6,047 Added 65.18%	15,325 $429,000
Q4 2023 Feb 14, 2024	BUY	$24.46 - $28.13 $226,939 - $260,990	9,278 New	9,278 $259,000

Others Institutions Holding IDV

# of Institutions

583

Shares Held

91.5M

Call Options Held

13.5K

Put Options Held

138K

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About ISHARES TR

Ticker IDV
Sector ETFs
Industry ETFs

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Regal Investment Advisors LLC Ishares Tr Transaction History