Regal Investment Advisors LLC Ishares Core S&P Mid Cap ETF Transaction History

Regal Investment Advisors LLC

$1.3 Billion
Q4 2024

A detailed history of Regal Investment Advisors LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Regal Investment Advisors LLC holds 100,528 shares of IJH stock, worth $6 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

100,528

Previous 106,204 5.34%

Holding current value

$6 Million

Previous $6.62 Million 5.36%

% of portfolio

0.48%

Previous 0.47%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$61.68 - $67.87 $350,095 - $385,230	-5,676 Reduced 5.34%	100,528 $6.26 Million
Q3 2024 Nov 12, 2024	SELL	$57.32 - $62.65 $372,637 - $407,287	-6,501 Reduced 5.77%	106,204 $6.62 Million
Q2 2024 Aug 14, 2024	BUY	$56.43 - $60.79 $103,605 - $111,610	1,836 Added 1.66%	112,705 $6.6 Million
Q1 2024 May 15, 2024	BUY	$56.98 - $284.98 $5.07 Million - $25.3 Million	88,933 Added 405.42%	110,869 $6.73 Million
Q4 2023 Feb 14, 2024	SELL	$232.04 - $279.85 $639,502 - $771,266	-2,756 Reduced 11.16%	21,936 $6.08 Million
Q3 2023 Nov 13, 2023	BUY	$246.15 - $272.4 $1.13 Million - $1.25 Million	4,590 Added 22.83%	24,692 $6.16 Million
Q2 2023 Aug 11, 2023	BUY	$240.22 - $261.48 $168,154 - $183,036	700 Added 3.61%	20,102 $5.26 Million
Q1 2023 May 11, 2023	BUY	$237.25 - $271.72 $150,416 - $172,270	634 Added 3.38%	19,402 $4.85 Million
Q4 2022 Mar 01, 2023	BUY	$44.74 - $257.0 $91,985 - $528,392	2,056 Added 12.3%	18,768 $4.54 Million
Q3 2022 Nov 15, 2022	BUY	$43.85 - $263.28 $8,243 - $49,496	188 Added 1.14%	16,712 $3.66 Million
Q2 2022 Aug 09, 2022	BUY	$219.07 - $270.08 $4,162 - $5,131	19 Added 0.12%	16,524 $3.74 Million
Q1 2022 May 09, 2022	SELL	$251.21 - $285.37 $224,832 - $255,406	-895 Reduced 5.14%	16,505 $4.43 Million
Q4 2021 Feb 10, 2022	BUY	$265.81 - $290.54 $180,750 - $197,567	680 Added 4.07%	17,400 $4.93 Million
Q3 2021 Nov 05, 2021	SELL	$256.44 - $277.04 $242,335 - $261,802	-945 Reduced 5.35%	16,720 $4.4 Million
Q2 2021 Aug 09, 2021	BUY	$260.21 - $276.38 $1.41 Million - $1.49 Million	5,407 Added 44.11%	17,665 $4.75 Million
Q1 2021 May 12, 2021	SELL	$226.3 - $267.93 $973,768 - $1.15 Million	-4,303 Reduced 25.98%	12,258 $3.19 Million
Q4 2020 Feb 12, 2021	BUY	$187.77 - $230.69 $559,554 - $687,456	2,980 Added 21.94%	16,561 $3.81 Million
Q3 2020 Nov 13, 2020	SELL	$174.43 - $196.49 $582,945 - $656,669	-3,342 Reduced 19.75%	13,581 $2.52 Million
Q2 2020 Aug 03, 2020	BUY	$133.18 - $194.42 $436,164 - $636,725	3,275 Added 24.0%	16,923 $3.01 Million
Q1 2020 May 12, 2020	SELL	$121.75 - $210.58 $324,829 - $561,827	-2,668 Reduced 16.35%	13,648 $1.96 Million
Q4 2019 Jan 29, 2020	BUY	$185.78 - $206.16 $63,350 - $70,300	341 Added 2.13%	16,316 $3.36 Million
Q3 2019 Nov 15, 2019	SELL	$183.17 - $198.52 $120,525 - $130,626	-658 Reduced 3.96%	15,975 $3.09 Million
Q2 2019 Jul 26, 2019	SELL	$181.14 - $198.0 $257,581 - $281,556	-1,422 Reduced 7.88%	16,633 $3.23 Million
Q1 2019 May 09, 2019	BUY	$162.83 - $193.4 $5,373 - $6,382	33 Added 0.18%	18,055 $3.42 Million
Q4 2018 Feb 04, 2019	BUY	$156.48 - $199.76 $40,997 - $52,337	262 Added 1.48%	18,022 $2.99 Million
Q3 2018 Nov 05, 2018	BUY	$194.86 - $204.98 $1.41 Million - $1.48 Million	7,244 Added 68.89%	17,760 $3.58 Million
Q2 2018 Aug 10, 2018	SELL	$183.17 - $200.64 $3.72 Million - $4.08 Million	-20,328 Reduced 65.91%	10,516 $2.05 Million
Q1 2018 Apr 25, 2018	BUY	$179.89 - $199.21 $164,059 - $181,679	912 Added 3.05%	30,844 $5.79 Million
Q4 2017 Feb 06, 2018	BUY	$180.58 - $190.73 $81,983 - $86,591	454 Added 1.54%	29,932 $5.68 Million
Q3 2017 Nov 08, 2017	BUY	$176.74 - $178.9 $5.21 Million - $5.27 Million	29,478	29,478 $5.27 Million

Others Institutions Holding IJH

# of Institutions

2,657

Shares Held

1.14B

Call Options Held

773K

Put Options Held

70.2K

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About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
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Regal Investment Advisors LLC Ishares Core S&P Mid Cap ETF Transaction History