iShares S&P 1500 Index Fund shares owned by Regal Investment Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Regal Investment Advisors
from 13F filings
Historical chart of Regal Investment Advisors investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Regal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.8M | 62k | 125.62 |
| 2024-06-30 | $24M | 203k | 118.78 |
| 2024-03-31 | $23M | 203k | 115.30 |
| 2023-09-30 | $22M | 233k | 94.19 |
| 2023-06-30 | $23M | 234k | 97.84 |
| 2023-03-31 | $21M | 234k | 90.55 |
| 2022-12-31 | $19M | 218k | 84.80 |
| 2022-09-30 | $17M | 217k | 79.54 |
| 2022-06-30 | $13M | 149k | 83.78 |
| 2022-03-31 | $14M | 141k | 100.94 |
| 2021-12-31 | $15M | 142k | 106.98 |
| 2021-09-30 | $14M | 139k | 98.38 |
| 2021-06-30 | $13M | 133k | 98.76 |
| 2020-12-31 | $15M | 178k | 86.22 |
| 2020-06-30 | $8.9M | 129k | 69.44 |
| 2019-12-31 | $295k | 4.1k | 72.68 |
| 2019-09-30 | $249k | 3.7k | 67.08 |
| 2015-09-30 | $115k | 1.3k | 87.39 |
| 2015-06-30 | $123k | 1.3k | 94.11 |
| 2015-03-31 | $119k | 1.3k | 95.12 |
| 2014-12-31 | $112k | 1.2k | 93.80 |
| 2014-09-30 | $101k | 1.1k | 89.86 |
| 2014-06-30 | $81k | 901 | 89.62 |
| 2014-03-31 | $57k | 661 | 86.23 |
| 2013-12-31 | $56k | 661 | 84.72 |
| 2013-09-30 | $8.0k | 100 | 80.00 |
| 2013-06-30 | $7.0k | 100 | 70.00 |