Regal Investment Advisors LLC Ishares Russell 1000 Val ETF Transaction History

Regal Investment Advisors LLC

  • $1.46 Billion
  • Q3 2025

A detailed history of Regal Investment Advisors LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Regal Investment Advisors LLC holds 6,887 shares of IWD stock, worth $1.41 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
6,887
Previous 3,670 87.66%
Holding current value
$1.41 Million
Previous $712,000 96.91%
% of portfolio
0.1%
Previous 0.06%

Shares

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

Nov 13, 2025
BUY
$192.76 - $203.86 $620,108 - $655,817
3,217 Added 87.66%
6,887 $1.4 Million
Q2 2025

Aug 11, 2025
BUY
$166.82 - $194.23 $54,049 - $62,930
324 Added 9.68%
3,670 $712,000
Q1 2025

May 12, 2025
SELL
$182.82 - $196.21 $45,156 - $48,463
-247 Reduced 6.87%
3,346 $629,000
Q4 2024

Feb 13, 2025
BUY
$183.23 - $199.79 $135,590 - $147,844
740 Added 25.94%
3,593 $665,000
Q3 2024

Nov 12, 2024
SELL
$173.36 - $189.8 $83,559 - $91,483
-482 Reduced 14.45%
2,853 $541,000
Q2 2024

Aug 14, 2024
SELL
$169.4 - $179.05 $847 - $895
-5 Reduced 0.15%
3,335 $581,000
Q1 2024

May 15, 2024
SELL
$161.84 - $179.11 $5,988 - $6,627
-37 Reduced 1.1%
3,340 $598,000
Q4 2023

Feb 14, 2024
BUY
$143.69 - $165.7 $69,545 - $80,198
484 Added 16.73%
3,377 $558,000
Q3 2023

Nov 13, 2023
BUY
$151.73 - $163.56 $155,371 - $167,485
1,024 Added 54.79%
2,893 $439,000
Q2 2023

Aug 11, 2023
BUY
$148.55 - $157.83 $6,833 - $7,260
46 Added 2.52%
1,869 $294,000
Q1 2023

May 11, 2023
SELL
$145.2 - $161.56 $41,962 - $46,690
-289 Reduced 13.68%
1,823 $277,000
Q4 2022

Mar 01, 2023
SELL
$136.78 - $158.99 $23,115 - $26,869
-169 Reduced 7.41%
2,112 $320,000
Q3 2022

Nov 15, 2022
SELL
$135.99 - $161.15 $78,738 - $93,305
-579 Reduced 20.24%
2,281 $310,000
Q2 2022

Aug 09, 2022
SELL
$140.99 - $168.41 $64,855 - $77,468
-460 Reduced 13.86%
2,860 $415,000
Q1 2022

May 09, 2022
BUY
$157.15 - $170.51 $71,660 - $77,752
456 Added 15.92%
3,320 $551,000
Q4 2021

Feb 10, 2022
BUY
$157.12 - $168.08 $118,311 - $126,564
753 Added 35.67%
2,864 $481,000
Q3 2021

Nov 05, 2021
BUY
$154.62 - $164.07 $11,596 - $12,305
75 Added 3.68%
2,111 $330,000
Q2 2021

Aug 09, 2021
BUY
$152.86 - $162.4 $311,222 - $330,646
2,036 New
2,036 $323,000
Q1 2021

May 12, 2021
SELL
$134.89 - $153.0 $258,449 - $293,148
-1,916 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$115.84 - $136.73 $221,949 - $261,974
1,916 New
1,916 $262,000
Q3 2020

Nov 13, 2020
SELL
$111.27 - $124.26 $203,624 - $227,395
-1,830 Closed
0 $0
Q2 2020

Aug 03, 2020
BUY
$94.52 - $125.14 $172,971 - $229,006
1,830 New
1,830 $206,000
Q4 2018

Feb 04, 2019
SELL
N/A
-1,758 Closed
0 $0
Q3 2018

Nov 05, 2018
BUY
N/A
74 Added 4.39%
1,758 $223,000
Q2 2018

Aug 10, 2018
SELL
N/A
-985 Reduced 36.91%
1,684 $204,000
Q1 2018

Apr 25, 2018
BUY
N/A
687 Added 34.66%
2,669 $320,000
Q4 2017

Feb 06, 2018
SELL
N/A
-81 Reduced 3.93%
1,982 $246,000
Q3 2017

Nov 08, 2017
BUY
N/A
2,063
2,063 $245,000

Others Institutions Holding IWD

# of Institutions
1,997
Shares Held
265M
Call Options Held
342K
Put Options Held
5.28M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

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