Regal Investment Advisors LLC Ishares Dj Us Tech ETF Transaction History

Regal Investment Advisors LLC

$1.3 Billion
Q4 2024

A detailed history of Regal Investment Advisors LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Regal Investment Advisors LLC holds 38,202 shares of IYW stock, worth $6.03 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

38,202

Previous 39,198 2.54%

Holding current value

$6.03 Million

Previous $5.94 Million 2.52%

% of portfolio

0.47%

Previous 0.43%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$148.14 - $166.23 $147,547 - $165,565	-996 Reduced 2.54%	38,202 $6.09 Million
Q3 2024 Nov 12, 2024	BUY	$133.16 - $158.73 $535,036 - $637,777	4,018 Added 11.42%	39,198 $5.94 Million
Q2 2024 Aug 14, 2024	BUY	$124.75 - $153.46 $237,399 - $292,034	1,903 Added 5.72%	35,180 $5.29 Million
Q1 2024 May 15, 2024	SELL	$117.5 - $136.59 $344,980 - $401,028	-2,936 Reduced 8.11%	33,277 $4.49 Million
Q4 2023 Feb 14, 2024	BUY	$101.31 - $123.31 $722,340 - $879,200	7,130 Added 24.52%	36,213 $4.45 Million
Q3 2023 Nov 13, 2023	SELL	$103.39 - $113.67 $1.73 Million - $1.9 Million	-16,689 Reduced 36.46%	29,083 $3.05 Million
Q2 2023 Aug 11, 2023	BUY	$88.68 - $109.37 $45,138 - $55,669	509 Added 1.12%	45,772 $4.98 Million
Q1 2023 May 11, 2023	BUY	$72.54 - $92.81 $494,505 - $632,685	6,817 Added 17.73%	45,263 $4.2 Million
Q4 2022 Mar 01, 2023	BUY	$71.52 - $81.72 $1.92 Million - $2.2 Million	26,895 Added 232.84%	38,446 $2.86 Million
Q3 2022 Nov 15, 2022	SELL	$73.37 - $94.5 $2,347 - $3,024	-32 Reduced 0.28%	11,551 $848,000
Q2 2022 Aug 09, 2022	SELL	$77.53 - $105.04 $14,575 - $19,747	-188 Reduced 1.6%	11,583 $926,000
Q1 2022 May 09, 2022	SELL	$90.78 - $115.41 $16,975 - $21,581	-187 Reduced 1.56%	11,771 $1.21 Million
Q4 2021 Feb 10, 2022	SELL	$100.11 - $117.09 $11,012 - $12,879	-110 Reduced 0.91%	11,958 $1.37 Million
Q3 2021 Nov 05, 2021	BUY	$98.99 - $108.87 $1,385 - $1,524	14 Added 0.12%	12,068 $1.22 Million
Q2 2021 Aug 09, 2021	BUY	$86.67 - $99.76 $1.04 Million - $1.2 Million	12,054 New	12,054 $1.2 Million
Q1 2021 May 12, 2021	SELL	$82.45 - $93.1 $1.03 Million - $1.17 Million	-12,523 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$73.15 - $85.83 $916,057 - $1.07 Million	12,523 New	12,523 $1.07 Million
Q3 2020 Nov 13, 2020	SELL	$67.71 - $82.47 $220,125 - $268,109	-3,251 Closed	0 $0
Q2 2020 Aug 03, 2020	BUY	$48.73 - $67.63 $158,421 - $219,865	3,251 New	3,251 $877,000
Q1 2020 May 12, 2020	SELL	$45.35 - $65.22 $151,922 - $218,487	-3,350 Closed	0 $0
Q4 2019 Jan 29, 2020	SELL	$49.62 - $58.5 $843 - $994	-17 Reduced 0.5%	3,350 $779,000
Q3 2019 Nov 15, 2019	BUY	$48.42 - $52.88 $3,002 - $3,278	62 Added 1.88%	3,367 $688,000
Q2 2019 Jul 26, 2019	BUY	$44.72 - $51.35 $1,609 - $1,848	36 Added 1.1%	3,305 $654,000
Q4 2018 Feb 04, 2019	BUY	$37.1 - $48.75 $34,094 - $44,801	919 Added 39.11%	3,269 $523,000
Q2 2018 Aug 10, 2018	SELL	$40.98 - $46.73 $33,890 - $38,645	-827 Reduced 26.03%	2,350 $419,000
Q1 2018 Apr 25, 2018	SELL	$39.49 - $45.74 $1,382 - $1,600	-35 Reduced 1.09%	3,177 $534,000
Q4 2017 Feb 06, 2018	SELL	$37.53 - $41.67 $15,049 - $16,709	-401 Reduced 11.1%	3,212 $523,000
Q3 2017 Nov 08, 2017	BUY	$36.73 - $37.48 $132,705 - $135,415	3,613	3,613 $542,000

Others Institutions Holding IYW

# of Institutions

1,239

Shares Held

84.2M

Call Options Held

118K

Put Options Held

73.1K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
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Industry ETFs

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Regal Investment Advisors LLC Ishares Dj Us Tech ETF Transaction History