Regent Peak Wealth Advisors LLC Ishares Core Total Usd Bond Ma Transaction History

Regent Peak Wealth Advisors LLC

$393 Million
Q1 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 11, 2022	SELL	$45.73 - $49.5 $377,226 - $408,325	-8,249 Closed	0 $0
Q1 2022 May 03, 2022	SELL	$49.13 - $52.58 $363,070 - $388,566	-7,390 Reduced 47.25%	8,249 $409,000
Q4 2021 Feb 11, 2022	BUY	$52.59 - $53.43 $1,682 - $1,709	32 Added 0.21%	15,639 $828,000
Q2 2021 Aug 16, 2021	SELL	$52.74 - $53.49 $22,941 - $23,268	-435 Reduced 2.71%	15,607 $842,000
Q1 2021 Apr 28, 2021	SELL	$52.55 - $54.49 $222,654 - $230,874	-4,237 Reduced 20.89%	16,042 $846,000

Q4 2020 Feb 12, 2021	BUY	$53.99 - $54.65 $299,104 - $302,761	5,540 Added 37.59%	20,279 $1.11 Million
Q3 2020 Nov 04, 2020	BUY	$54.22 - $55.13 $23,260 - $23,650	429 Added 3.0%	14,739 $802,000
Q2 2020 Aug 05, 2020	BUY	$52.24 - $54.33 $41,112 - $42,757	787 Added 5.82%	14,310 $777,000
Q1 2020 Apr 27, 2020	SELL	$48.96 - $54.34 $18.1 Million - $20.1 Million	-369,070 Reduced 96.47%	13,523 $709,000
Q4 2019 Feb 14, 2020	BUY	$51.82 - $52.64 $19.8 Million - $20.1 Million	382,593 New	382,593 $19.9 Million

Others Institutions Holding IUSB

# of Institutions

662

Shares Held

605M

Call Options Held

700

Put Options Held

5.4K

About ISHARES CORE TOTAL USD BOND MA

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