Regent Peak Wealth Advisors LLC Ishares Tr Transaction History

Regent Peak Wealth Advisors LLC

  • $441 Million
  • Q3 2024

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 08, 2023
SELL
$88.67 - $95.44 $86,453 - $93,054
-975 Reduced 27.62%
2,555 $236,000
Q3 2022

Nov 14, 2022
SELL
$90.51 - $100.53 $12,218 - $13,571
-135 Reduced 3.68%
3,530 $323,000
Q2 2022

Aug 11, 2022
SELL
$94.4 - $101.46 $141,316 - $151,885
-1,497 Reduced 29.0%
3,665 $357,000
Q4 2021

Feb 11, 2022
SELL
$107.03 - $108.32 $121,372 - $122,834
-1,134 Reduced 18.01%
5,162 $555,000
Q2 2021

Aug 16, 2021
SELL
$107.91 - $108.86 $215,172 - $217,066
-1,994 Reduced 24.05%
6,296 $684,000
Q1 2021

Apr 28, 2021
SELL
$108.32 - $110.29 $18,197 - $18,528
-168 Reduced 1.99%
8,290 $898,000
Q4 2020

Feb 12, 2021
BUY
$109.9 - $110.3 $122,978 - $123,425
1,119 Added 15.25%
8,458 $931,000
Q3 2020

Nov 04, 2020
SELL
$110.22 - $110.82 $73,626 - $74,027
-668 Reduced 8.34%
7,339 $810,000
Q2 2020

Aug 05, 2020
SELL
$109.82 - $111.24 $174,503 - $176,760
-1,589 Reduced 16.56%
8,007 $886,000
Q1 2020

Apr 27, 2020
SELL
$105.3 - $110.44 $96,349 - $101,052
-915 Reduced 8.71%
9,596 $1.06 Million
Q4 2019

Feb 14, 2020
BUY
$107.72 - $108.39 $1.13 Million - $1.14 Million
10,511 New
10,511 $1.14 Million

Others Institutions Holding MBB

# of Institutions
944
Shares Held
327M
Call Options Held
152K
Put Options Held
48.5K
View Full List

About ISHARES TR

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