Regal Investment Advisors LLC Has $2.86 Million Stake in iShares Trust (NYSEARCA:HDV)

Regal Investment Advisors LLC grew its stake in iShares Trust (NYSEARCA:HDV) by 6.6% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 34,382 shares of the exchange traded fund’s stock after buying an additional 2,131 shares during the quarter. Regal Investment Advisors LLC’s holdings in iShares Trust were worth $2,858,000 at the end of the most recent reporting period.

Other institutional investors also recently added to or reduced their stakes in the company. Investment Partners Ltd. OH ADV boosted its holdings in iShares Trust by 5.2% during the second quarter. Investment Partners Ltd. OH ADV now owns 13,223 shares of the exchange traded fund’s stock worth $1,099,000 after purchasing an additional 657 shares during the last quarter. MCF Advisors LLC boosted its holdings in iShares Trust by 1.2% during the second quarter. MCF Advisors LLC now owns 14,071 shares of the exchange traded fund’s stock worth $1,170,000 after purchasing an additional 167 shares during the last quarter. Smith Salley & Associates boosted its holdings in iShares Trust by 39.0% during the second quarter. Smith Salley & Associates now owns 4,355 shares of the exchange traded fund’s stock worth $362,000 after purchasing an additional 1,223 shares during the last quarter. Northeast Financial Consultants Inc boosted its holdings in iShares Trust by 3.9% during the second quarter. Northeast Financial Consultants Inc now owns 27,886 shares of the exchange traded fund’s stock worth $2,318,000 after purchasing an additional 1,036 shares during the last quarter. Finally, First Heartland Consultants Inc. boosted its holdings in iShares Trust by 8.4% during the second quarter. First Heartland Consultants Inc. now owns 5,663 shares of the exchange traded fund’s stock worth $471,000 after purchasing an additional 441 shares during the last quarter.

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Shares of iShares Trust (NYSEARCA HDV) traded up 0.35% during trading on Friday, hitting $85.67. 175,322 shares of the stock traded hands. iShares Trust has a 1-year low of $77.86 and a 1-year high of $85.84. The stock has a 50 day moving average price of $84.29 and a 200-day moving average price of $84.06.

Institutional Ownership by Quarter for iShares Trust (NYSEARCA:HDV)

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