Regal Investment Advisors LLC Ishares Barclays 3 7 Yr Treas Transaction History

Regal Investment Advisors LLC

$1.3 Billion
Q4 2024

A detailed history of Regal Investment Advisors LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Regal Investment Advisors LLC holds 8,450 shares of IEI stock, worth $991,692. This represents 0.07% of its overall portfolio holdings.

Number of Shares

8,450

Previous 12,233 30.92%

Holding current value

$991,692

Previous $1.46 Million 33.29%

% of portfolio

0.07%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$115.08 - $119.55 $435,347 - $452,257	-3,783 Reduced 30.92%	8,450 $976,000
Q3 2024 Nov 12, 2024	BUY	$114.73 - $120.23 $1.05 Million - $1.1 Million	9,175 Added 300.03%	12,233 $1.46 Million
Q2 2024 Aug 14, 2024	SELL	$113.43 - $115.88 $245,122 - $250,416	-2,161 Reduced 41.41%	3,058 $353,000
Q1 2024 May 15, 2024	BUY	$114.97 - $117.54 $156,014 - $159,501	1,357 Added 35.14%	5,219 $604,000
Q4 2023 Feb 14, 2024	SELL	$111.61 - $117.37 $4.88 Million - $5.14 Million	-43,751 Reduced 91.89%	3,862 $452,000
Q3 2023 Nov 13, 2023	BUY	$112.76 - $116.14 $503,698 - $518,797	4,467 Added 10.35%	47,613 $5.39 Million
Q2 2023 Aug 11, 2023	BUY	$115.23 - $119.04 $302,824 - $312,837	2,628 Added 6.49%	43,146 $4.97 Million
Q1 2023 May 11, 2023	BUY	$113.55 - $118.41 $4.6 Million - $4.8 Million	40,518 New	40,518 $4.77 Million

Others Institutions Holding IEI

# of Institutions

796

Shares Held

103M

Call Options Held

1.17M

Put Options Held

529K

View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

Ticker IEI
Sector ETFs
Industry ETFs

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Regal Investment Advisors LLC Ishares Barclays 3 7 Yr Treas Transaction History