Regal Investment Advisors LLC Ishares Russell 2000 ETF Transaction History

Regal Investment Advisors LLC

  • $1.46 Billion
  • Q3 2025

A detailed history of Regal Investment Advisors LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Regal Investment Advisors LLC holds 4,973 shares of IWM stock, worth $1.18 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,973
Previous 4,808 3.43%
Holding current value
$1.18 Million
Previous $1.04 Million 16.01%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Nov 13, 2025
BUY
$214.92 - $244.84 $35,461 - $40,398
165 Added 3.43%
4,973 $1.2 Million
Q2 2025

Aug 11, 2025
SELL
$174.82 - $215.79 $63,634 - $78,547
-364 Reduced 7.04%
4,808 $1.04 Million
Q1 2025

May 12, 2025
SELL
$198.1 - $229.79 $316,761 - $367,434
-1,599 Reduced 23.62%
5,172 $1.03 Million
Q4 2024

Feb 13, 2025
SELL
$216.13 - $242.4 $1.25 Million - $1.4 Million
-5,783 Reduced 46.06%
6,771 $1.5 Million
Q3 2024

Nov 12, 2024
SELL
$200.87 - $224.6 $187,210 - $209,327
-932 Reduced 6.91%
12,554 $2.77 Million
Q2 2024

Aug 14, 2024
BUY
$192.84 - $209.44 $153,114 - $166,295
794 Added 6.26%
13,486 $2.74 Million
Q1 2024

May 15, 2024
BUY
$189.48 - $210.3 $249,734 - $277,175
1,318 Added 11.59%
12,692 $2.67 Million
Q4 2023

Feb 14, 2024
BUY
$162.21 - $204.82 $258,724 - $326,687
1,595 Added 16.31%
11,374 $2.28 Million
Q3 2023

Nov 13, 2023
SELL
$174.36 - $198.71 $386,556 - $440,540
-2,217 Reduced 18.48%
9,779 $1.73 Million
Q2 2023

Aug 11, 2023
BUY
$170.4 - $187.93 $452,412 - $498,954
2,655 Added 28.42%
11,996 $2.25 Million
Q1 2023

May 11, 2023
SELL
$170.25 - $198.32 $75,250 - $87,657
-442 Reduced 4.52%
9,341 $1.67 Million
Q4 2022

Mar 01, 2023
SELL
$166.81 - $188.05 $198,670 - $223,967
-1,191 Reduced 10.85%
9,783 $1.71 Million
Q3 2022

Nov 15, 2022
SELL
$164.17 - $201.07 $219,987 - $269,433
-1,340 Reduced 10.88%
10,974 $1.81 Million
Q2 2022

Aug 09, 2022
SELL
$163.9 - $207.91 $636,259 - $807,106
-3,882 Reduced 23.97%
12,314 $2.09 Million
Q1 2022

May 09, 2022
BUY
$191.52 - $225.32 $26,812 - $31,544
140 Added 0.87%
16,196 $3.33 Million
Q4 2021

Feb 10, 2022
BUY
$212.12 - $242.56 $322,422 - $368,691
1,520 Added 10.46%
16,056 $3.57 Million
Q3 2021

Nov 05, 2021
BUY
$211.73 - $231.39 $110,734 - $121,016
523 Added 3.73%
14,536 $3.18 Million
Q2 2021

Aug 09, 2021
BUY
$211.85 - $232.89 $2.97 Million - $3.26 Million
14,013 New
14,013 $3.21 Million
Q1 2021

May 12, 2021
SELL
$193.5 - $234.42 $2.26 Million - $2.74 Million
-11,693 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$152.18 - $199.14 $1.78 Million - $2.33 Million
11,693 New
11,693 $2.29 Million
Q3 2020

Nov 13, 2020
SELL
$139.07 - $158.46 $1.7 Million - $1.94 Million
-12,242 Closed
0 $0
Q2 2020

Aug 03, 2020
BUY
$104.62 - $153.09 $1.28 Million - $1.87 Million
12,242 New
12,242 $1.75 Million
Q1 2020

May 12, 2020
SELL
$99.9 - $169.53 $850,748 - $1.44 Million
-8,516 Closed
0 $0
Q4 2019

Jan 29, 2020
BUY
$146.46 - $166.68 $104,865 - $119,342
716 Added 9.18%
8,516 $1.41 Million
Q3 2019

Nov 15, 2019
BUY
$144.85 - $157.9 $58,664 - $63,949
405 Added 5.48%
7,800 $1.18 Million
Q2 2019

Jul 26, 2019
BUY
$145.86 - $160.71 $55,864 - $61,551
383 Added 5.46%
7,395 $1.15 Million
Q1 2019

May 09, 2019
BUY
$132.25 - $158.24 $44,965 - $53,801
340 Added 5.1%
7,012 $1.07 Million
Q4 2018

Feb 04, 2019
SELL
$125.88 - $166.33 $1.03 Million - $1.37 Million
-8,222 Reduced 55.2%
6,672 $893,000
Q3 2018

Nov 05, 2018
BUY
$164.2 - $173.02 $1.55 Million - $1.63 Million
9,413 Added 171.74%
14,894 $2.51 Million
Q2 2018

Aug 10, 2018
SELL
$148.13 - $169.97 $395,803 - $454,159
-2,672 Reduced 32.77%
5,481 $898,000
Q1 2018

Apr 25, 2018
BUY
$145.44 - $159.96 $286,225 - $314,801
1,968 Added 31.82%
8,153 $1.24 Million
Q4 2017

Feb 06, 2018
BUY
$145.63 - $154.3 $53,737 - $56,936
369 Added 6.34%
6,185 $943,000
Q3 2017

Nov 08, 2017
BUY
$144.61 - $148.18 $841,051 - $861,814
5,816
5,816 $862,000

Others Institutions Holding IWM

# of Institutions
3,025
Shares Held
284M
Call Options Held
216M
Put Options Held
517M
View Full List

About ISHARES RUSSELL 2000 ETF

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