ISHARES TR

Ticker: AOA CUSIP: 464289859 Class: CORE 80/20 AGGRE

Regal Investment Advisors LLC's Holding History (CIK: 0001559789)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 5,487 Value ($000) $491 Avg Close Range
Q3 2025
Shares 5,807 Value ($000) $512 Avg Close Range
Q2 2025
Shares 5,762 Value ($000) $481 Avg Close Range
Q1 2025
Shares 5,735 Value ($000) $439 Avg Close Range
Q4 2024
Shares 5,489 Value ($000) $421 Avg Close Range
Q3 2024
Shares 4,777 Value ($000) $377 Avg Close Range
Q2 2024
Shares 4,705 Value ($000) $352 Avg Close Range
Q4 2018
Shares 139,354 Value ($000) $6,766 Avg Close Range
Q3 2018
Shares 133,751 Value ($000) $7,307 Avg Close Range
Q3 2017
Shares 113,520 Value ($000) $6,082 Avg Close Range
Q2 2017
Shares 109,377 Value ($000) $5,665 Avg Close Range
Q1 2017
Shares 34,598 Value ($000) $1,728 Avg Close Range
Q4 2016
Shares 33,071 Value ($000) $1,562 Avg Close Range
Q3 2016
Shares 31,791 Value ($000) $1,509 Avg Close Range
Q2 2016
Shares 27,452 Value ($000) $1,259 Avg Close Range
Q1 2016
Shares 27,422 Value ($000) $1,243 Avg Close Range
Q4 2015
Shares 28,042 Value ($000) $1,257 Avg Close Range
Q3 2015
Shares 10,545 Value ($000) $460 Avg Close Range
Q4 2014
Shares 600 Value ($000) $28 Avg Close Range
Q3 2014
Shares 600 Value ($000) $27 Avg Close Range
Q2 2014
Shares 600 Value ($000) $28 Avg Close Range
Q1 2014
Shares 600 Value ($000) $27 Avg Close Range
Q4 2013
Shares 600 Value ($000) $27 Avg Close Range
Q3 2013
Shares 600 Value ($000) $25 Avg Close Range
Q2 2013
Shares 600 Value ($000) $24 Avg Close Range