Regal Investment Advisors LLC Ishares Barclays 1 3 Year Trea Transaction History

Regal Investment Advisors LLC

$1.3 Billion
Q4 2024

A detailed history of Regal Investment Advisors LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Regal Investment Advisors LLC holds 39,863 shares of SHY stock, worth $3.29 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

39,863

Previous 44,099 9.61%

Holding current value

$3.29 Million

Previous $3.67 Million 10.88%

% of portfolio

0.25%

Previous 0.26%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$81.68 - $82.93 $345,996 - $351,291	-4,236 Reduced 9.61%	39,863 $3.27 Million
Q3 2024 Nov 12, 2024	BUY	$81.31 - $83.29 $78,708 - $80,624	968 Added 2.24%	44,099 $3.67 Million
Q2 2024 Aug 14, 2024	SELL	$81.05 - $81.66 $1.21 Million - $1.22 Million	-14,921 Reduced 25.7%	43,131 $3.52 Million
Q1 2024 May 15, 2024	SELL	$81.49 - $82.34 $365,075 - $368,883	-4,480 Reduced 7.16%	58,052 $4.75 Million
Q4 2023 Feb 14, 2024	SELL	$80.62 - $82.04 $1.19 Million - $1.21 Million	-14,806 Reduced 19.14%	62,532 $5.13 Million
Q3 2023 Nov 13, 2023	SELL	$80.71 - $81.38 $329,458 - $332,193	-4,082 Reduced 5.01%	77,338 $6.26 Million
Q2 2023 Aug 11, 2023	SELL	$81.05 - $82.41 $595,069 - $605,054	-7,342 Reduced 8.27%	81,420 $6.6 Million
Q1 2023 May 11, 2023	BUY	$80.51 - $82.52 $1.4 Million - $1.44 Million	17,422 Added 24.42%	88,762 $7.29 Million
Q4 2022 Mar 01, 2023	BUY	$80.6 - $81.52 $849,443 - $859,139	10,539 Added 17.33%	71,340 $5.79 Million
Q3 2022 Nov 15, 2022	BUY	$81.04 - $83.06 $2.32 Million - $2.38 Million	28,615 Added 88.91%	60,801 $4.94 Million
Q2 2022 Aug 09, 2022	BUY	$81.97 - $83.48 $2.24 Million - $2.28 Million	27,366 Added 567.76%	32,186 $2.67 Million
Q1 2022 May 09, 2022	SELL	$83.25 - $85.49 $41,125 - $42,232	-494 Reduced 9.3%	4,820 $402,000
Q4 2021 Feb 10, 2022	SELL	$85.5 - $86.18 $24,453 - $24,647	-286 Reduced 5.11%	5,314 $455,000
Q3 2021 Nov 05, 2021	SELL	$86.09 - $86.31 $13,688 - $13,723	-159 Reduced 2.76%	5,600 $482,000
Q2 2021 Aug 09, 2021	BUY	$86.11 - $86.32 $495,907 - $497,116	5,759 New	5,759 $496,000
Q1 2021 May 12, 2021	SELL	$86.21 - $86.4 $607,090 - $608,428	-7,042 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$86.32 - $86.46 $607,865 - $608,851	7,042 New	7,042 $608,000
Q3 2020 Nov 13, 2020	SELL	$86.46 - $86.63 $334,427 - $335,084	-3,868 Closed	0 $0
Q2 2020 Aug 03, 2020	BUY	$86.48 - $86.8 $334,504 - $335,742	3,868 New	3,868 $335,000
Q1 2020 May 12, 2020	SELL	$84.67 - $86.69 $262,392 - $268,652	-3,099 Closed	0 $0
Q4 2019 Jan 29, 2020	SELL	$84.51 - $85.05 $17,662 - $17,775	-209 Reduced 6.32%	3,099 $262,000
Q3 2019 Nov 15, 2019	SELL	$84.4 - $85.1 $73,259 - $73,866	-868 Reduced 20.79%	3,308 $281,000
Q2 2019 Jul 26, 2019	SELL	$83.84 - $84.81 $176,986 - $179,033	-2,111 Reduced 33.58%	4,176 $354,000
Q1 2019 May 09, 2019	SELL	$83.51 - $84.18 $211,614 - $213,312	-2,534 Reduced 28.73%	6,287 $529,000
Q4 2018 Feb 04, 2019	BUY	$82.85 - $83.62 $730,819 - $737,612	8,821 New	8,821 $738,000
Q4 2017 Feb 06, 2018	SELL	$83.78 - $84.55 $1.72 Million - $1.74 Million	-20,558 Closed	0 $0
Q3 2017 Nov 08, 2017	BUY	$84.45 - $84.47 $1.74 Million - $1.74 Million	20,558	20,558 $1.74 Million

Others Institutions Holding SHY

# of Institutions

1,285

Shares Held

238M

Call Options Held

359K

Put Options Held

44.4K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

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Regal Investment Advisors LLC Ishares Barclays 1 3 Year Trea Transaction History