Regal Investment Advisors LLC Ishares Tr Esg Aware Usd Corpo Transaction History

Regal Investment Advisors LLC

$1.4 Billion
Q3 2024

A detailed history of Regal Investment Advisors LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Regal Investment Advisors LLC holds 17,815 shares of SUSC stock, worth $404,756. This represents 0.03% of its overall portfolio holdings.

Number of Shares

17,815

Previous 16,626 7.15%

Holding current value

$404,756

Previous $377,000 12.2%

% of portfolio

0.03%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$22.51 - $23.92 $26,764 - $28,440	1,189 Added 7.15%	17,815 $423,000
Q2 2024 Aug 14, 2024	BUY	$22.25 - $22.94 $5,584 - $5,757	251 Added 1.53%	16,626 $377,000
Q1 2024 May 15, 2024	BUY	$22.66 - $23.29 $61,159 - $62,859	2,699 Added 19.74%	16,375 $376,000
Q4 2023 Feb 14, 2024	BUY	$21.11 - $23.38 $7,641 - $8,463	362 Added 2.72%	13,676 $318,000
Q3 2023 Nov 13, 2023	SELL	$21.72 - $22.83 $16,659 - $17,510	-767 Reduced 5.45%	13,314 $289,000
Q2 2023 Aug 11, 2023	BUY	$22.41 - $23.18 $12,392 - $12,818	553 Added 4.09%	14,081 $320,000
Q1 2023 May 11, 2023	BUY	$22.22 - $23.44 $300,592 - $317,096	13,528 New	13,528 $311,000
Q1 2021 May 12, 2021	SELL	$26.68 - $28.24 $206,289 - $218,351	-7,732 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$27.6 - $28.38 $213,403 - $219,434	7,732 New	7,732 $219,000

Others Institutions Holding SUSC

# of Institutions

257

Shares Held

39.9M

Call Options Held

Put Options Held

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About ISHARES TR ESG AWARE USD CORPO

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Regal Investment Advisors LLC Ishares Tr Esg Aware Usd Corpo Transaction History