Regal Investment Advisors LLC Ishares S&P 500 Growth ETF Transaction History

Regal Investment Advisors LLC

  • $1.46 Billion
  • Q3 2025

A detailed history of Regal Investment Advisors LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Regal Investment Advisors LLC holds 132,269 shares of IVW stock, worth $16 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares
132,269
Previous 130,213 1.58%
Holding current value
$16 Million
Previous $14.3 Million 11.38%
% of portfolio
1.09%
Previous 1.11%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$108.97 - $121.65 $224,042 - $250,112
2,056 Added 1.58%
132,269 $16 Million
Q2 2025

Aug 11, 2025
SELL
$82.96 - $110.1 $754,936 - $1 Million
-9,100 Reduced 6.53%
130,213 $14.3 Million
Q1 2025

May 12, 2025
BUY
$92.45 - $106.69 $538,243 - $621,149
5,822 Added 4.36%
139,313 $12.9 Million
Q4 2024

Feb 13, 2025
SELL
$94.43 - $105.47 $550,432 - $614,784
-5,829 Reduced 4.18%
133,491 $13.6 Million
Q3 2024

Nov 12, 2024
BUY
$84.77 - $97.13 $1.63 Million - $1.87 Million
19,287 Added 16.07%
139,320 $13.3 Million
Q2 2024

Aug 14, 2024
BUY
$79.31 - $93.31 $3.28 Million - $3.86 Million
41,349 Added 52.55%
120,033 $11.1 Million
Q1 2024

May 15, 2024
BUY
$72.87 - $85.14 $2.26 Million - $2.64 Million
30,951 Added 64.84%
78,684 $6.64 Million
Q4 2023

Feb 14, 2024
BUY
$65.78 - $75.4 $47,756 - $54,740
726 Added 1.54%
47,733 $3.58 Million
Q3 2023

Nov 13, 2023
BUY
$68.05 - $72.66 $1.86 Million - $1.98 Million
27,295 Added 138.47%
47,007 $3.22 Million
Q2 2023

Aug 11, 2023
BUY
$63.21 - $70.48 $113,714 - $126,793
1,799 Added 10.04%
19,712 $1.39 Million
Q1 2023

May 11, 2023
BUY
$57.25 - $63.89 $30,571 - $34,117
534 Added 3.07%
17,913 $1.14 Million
Q4 2022

Mar 01, 2023
SELL
$56.73 - $63.56 $42,036 - $47,097
-741 Reduced 4.09%
17,379 $1.02 Million
Q3 2022

Nov 15, 2022
SELL
$57.85 - $71.43 $35,114 - $43,358
-607 Reduced 3.24%
18,120 $1.05 Million
Q2 2022

Aug 09, 2022
SELL
$58.13 - $77.8 $29,936 - $40,067
-515 Reduced 2.68%
18,727 $1.13 Million
Q1 2022

May 09, 2022
SELL
$68.33 - $84.32 $66,963 - $82,633
-980 Reduced 4.85%
19,242 $1.47 Million
Q4 2021

Feb 10, 2022
BUY
$73.18 - $84.81 $120,673 - $139,851
1,649 Added 8.88%
20,222 $1.69 Million
Q3 2021

Nov 05, 2021
BUY
$72.99 - $79.0 $218 - $237
3 Added 0.02%
18,573 $1.37 Million
Q2 2021

Aug 09, 2021
BUY
$65.96 - $72.81 $1.22 Million - $1.35 Million
18,570 New
18,570 $1.35 Million
Q1 2021

May 12, 2021
SELL
$61.43 - $67.25 $1.27 Million - $1.39 Million
-20,743 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$56.17 - $63.82 $1.17 Million - $1.32 Million
20,743 New
20,743 $1.32 Million
Q3 2020

Nov 13, 2020
SELL
$52.42 - $62.43 $303,459 - $361,407
-5,789 Closed
0 $0
Q2 2020

Aug 03, 2020
BUY
$39.5 - $52.48 $228,665 - $303,806
5,789 New
5,789 $1.2 Million
Q1 2020

May 12, 2020
SELL
$36.14 - $52.65 $237,656 - $346,226
-6,576 Closed
0 $0
Q4 2019

Jan 29, 2020
SELL
$43.72 - $48.62 $568 - $632
-13 Reduced 0.2%
6,576 $1.27 Million
Q3 2019

Nov 15, 2019
SELL
$43.49 - $46.27 $73,367 - $78,057
-1,687 Reduced 20.38%
6,589 $1.19 Million
Q2 2019

Jul 26, 2019
SELL
$41.95 - $45.26 $41,069 - $44,309
-979 Reduced 10.58%
8,276 $1.48 Million
Q1 2019

May 09, 2019
BUY
$36.63 - $43.33 $87,142 - $103,082
2,379 Added 34.6%
9,255 $1.6 Million
Q4 2018

Feb 04, 2019
SELL
$35.15 - $44.43 $5,307 - $6,708
-151 Reduced 2.15%
6,876 $1.04 Million
Q3 2018

Nov 05, 2018
BUY
$40.58 - $44.29 $113,421 - $123,790
2,795 Added 66.04%
7,027 $1.25 Million
Q2 2018

Aug 10, 2018
SELL
$37.83 - $42.01 $75,168 - $83,473
-1,987 Reduced 31.95%
4,232 $688,000
Q1 2018

Apr 25, 2018
BUY
$37.4 - $41.49 $46,824 - $51,945
1,252 Added 25.21%
6,219 $964,000
Q4 2017

Feb 06, 2018
SELL
$35.95 - $38.73 $2,624 - $2,827
-73 Reduced 1.45%
4,967 $759,000
Q3 2017

Nov 08, 2017
BUY
$35.46 - $35.85 $178,718 - $180,684
5,040
5,040 $723,000

Others Institutions Holding IVW

# of Institutions
2,187
Shares Held
421M
Call Options Held
212K
Put Options Held
158K
View Full List

About ISHARES S&P 500 GROWTH ETF

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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