iShares S&P 500 Index shares owned by Regal Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Regal Investment Advisors
from 13F filings
Historical chart of Regal Investment Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Regal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $78M | 135k | 576.82 |
| 2024-06-30 | $76M | 139k | 547.23 |
| 2024-03-31 | $75M | 143k | 525.73 |
| 2023-09-30 | $73M | 169k | 429.43 |
| 2023-06-30 | $70M | 158k | 445.71 |
| 2023-03-31 | $64M | 157k | 411.08 |
| 2022-12-31 | $58M | 150k | 384.21 |
| 2022-09-30 | $52M | 145k | 358.65 |
| 2022-06-30 | $48M | 126k | 379.15 |
| 2022-03-31 | $55M | 122k | 453.69 |
| 2021-12-31 | $54M | 114k | 476.99 |
| 2021-09-30 | $46M | 107k | 430.82 |
| 2021-06-30 | $47M | 108k | 429.92 |
| 2021-03-31 | $6.5M | 16k | 397.80 |
| 2020-12-31 | $43M | 114k | 375.39 |
| 2020-09-30 | $5.3M | 16k | 336.04 |
| 2020-06-30 | $32M | 104k | 309.69 |
| 2020-03-31 | $4.2M | 16k | 258.43 |
| 2019-12-31 | $21M | 65k | 323.24 |
| 2019-09-30 | $19M | 63k | 298.53 |
| 2019-06-30 | $19M | 63k | 294.75 |
| 2019-03-31 | $18M | 63k | 284.56 |
| 2018-12-31 | $15M | 61k | 251.61 |
| 2018-09-30 | $17M | 57k | 292.72 |
| 2018-06-30 | $12M | 42k | 273.04 |
| 2018-03-31 | $15M | 56k | 265.38 |
| 2017-12-31 | $15M | 55k | 268.84 |
| 2017-09-30 | $16M | 63k | 252.93 |
| 2017-06-30 | $15M | 62k | 243.41 |
| 2017-03-31 | $14M | 59k | 237.27 |
| 2016-12-31 | $13M | 57k | 224.98 |
| 2016-09-30 | $4.8M | 22k | 217.55 |
| 2016-06-30 | $5.5M | 26k | 210.50 |
| 2016-03-31 | $3.5M | 17k | 206.66 |
| 2015-12-31 | $3.6M | 18k | 204.85 |
| 2015-09-30 | $2.8M | 15k | 192.65 |
| 2015-06-30 | $2.8M | 13k | 207.19 |
| 2015-03-31 | $7.1M | 34k | 207.83 |
| 2014-12-31 | $6.7M | 32k | 206.87 |
| 2014-09-30 | $6.5M | 33k | 198.25 |
| 2014-06-30 | $5.1M | 26k | 197.00 |
| 2014-03-31 | $2.7M | 14k | 188.17 |
| 2013-12-31 | $3.5M | 19k | 185.67 |
| 2013-09-30 | $1.6M | 9.7k | 168.87 |
| 2013-06-30 | $2.3M | 14k | 161.61 |