iShares S&P 100 Index shares owned by Regal Investment Advisors
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Regal Investment Advisors
from 13F filings
Historical chart of Regal Investment Advisors investment in iShares S&P 100 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 100 Index held by Regal Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 100 Index by Regal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.5M | 9.2k | 276.77 |
| 2024-06-30 | $2.3M | 8.6k | 264.30 |
| 2024-03-31 | $2.2M | 8.8k | 247.40 |
| 2023-09-30 | $1.6M | 7.8k | 200.64 |
| 2023-06-30 | $1.5M | 7.0k | 207.06 |
| 2023-03-31 | $1.3M | 6.8k | 187.03 |
| 2022-12-31 | $994k | 5.8k | 170.57 |
| 2022-09-30 | $1.5M | 9.1k | 162.44 |
| 2022-06-30 | $977k | 5.7k | 172.43 |
| 2022-03-31 | $1.0M | 5.0k | 208.52 |
| 2021-12-31 | $1.1M | 4.9k | 219.10 |
| 2021-09-30 | $993k | 5.0k | 197.45 |
| 2021-06-30 | $994k | 5.1k | 196.09 |
| 2020-12-31 | $1.3M | 7.7k | 171.66 |
| 2020-06-30 | $1.4M | 9.7k | 142.39 |
| 2019-12-31 | $1.9M | 13k | 144.06 |
| 2019-09-30 | $1.6M | 12k | 131.48 |
| 2019-06-30 | $1.4M | 11k | 129.55 |
| 2019-03-31 | $597k | 4.8k | 125.18 |
| 2018-12-31 | $278k | 2.5k | 111.33 |
| 2018-09-30 | $334k | 2.6k | 129.76 |
| 2018-06-30 | $279k | 2.3k | 119.64 |
| 2018-03-31 | $299k | 2.6k | 116.16 |
| 2017-12-31 | $305k | 2.6k | 118.49 |
| 2017-09-30 | $265k | 2.4k | 111.30 |
| 2017-06-30 | $269k | 2.5k | 106.70 |
| 2017-03-31 | $253k | 2.4k | 104.85 |
| 2016-12-31 | $228k | 2.3k | 99.26 |