Regal Investment Advisors LLC IVV Holdings History
Regal Investment Advisors LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Regal Investment Advisors LLC held 130,756.00 shares of iShares Core S&P 500 ETF(IVV), totaling $73.47 Mil. This investment constitutes 5.94% of their stock portfolio, and Regal Investment Advisors LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2013Q4. And since then Regal Investment Advisors LLC has made 22 purchases of IVV, at an average price of $334.12, for a total of 448,324.00 shares. In addition, there have been 15 sales at an average price of $354.72 for 317,568.00 shares. Based on historical transaction data and IVV's current price of $627.25, Regal Investment Advisors LLC's estimated gain on his IVV holdings is $44.87 Mil, reflecting a 29.95% gain to date.
Regal Investment Advisors LLC IVV ($627.25) Holding Chart
Regal Investment Advisors LLC IVV ($627.25) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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