Regent Peak Wealth Advisors LLC Black Rock Inc. Transaction History

Regent Peak Wealth Advisors LLC

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$747.3 - $826.77 $5,231 - $5,787	7 Added 1.48%	481 $378,000
Q1 2024 May 01, 2024	BUY	$774.31 - $842.06 $1,548 - $1,684	2 Added 0.42%	474 $395,000
Q4 2023 Jan 23, 2024	BUY	$598.08 - $819.0 $2,392 - $3,276	4 Added 0.85%	472 $383,000
Q3 2023 Nov 03, 2023	BUY	$643.39 - $756.58 $2,573 - $3,026	4 Added 0.86%	468 $302,000
Q2 2023 Jul 19, 2023	BUY	$629.18 - $711.19 $6,920 - $7,823	11 Added 2.43%	464 $320,000
Q1 2023 Apr 24, 2023	SELL	$625.77 - $770.73 $3,754 - $4,624	-6 Reduced 1.31%	453 $303,000
Q4 2022 Feb 08, 2023	BUY	$530.32 - $774.75 $1,590 - $2,324	3 Added 0.66%	459 $325,000
Q3 2022 Nov 14, 2022	SELL	$550.28 - $757.07 $19,259 - $26,497	-35 Reduced 7.13%	456 $250,000
Q2 2022 Aug 11, 2022	BUY	$582.26 - $782.23 $9,898 - $13,297	17 Added 3.59%	491 $299,000
Q1 2022 May 03, 2022	BUY	$662.87 - $917.22 $14,583 - $20,178	22 Added 4.87%	474 $362,000
Q4 2021 Feb 11, 2022	BUY	$825.56 - $971.49 $9,906 - $11,657	12 Added 2.73%	452 $414,000
Q3 2021 Nov 08, 2021	BUY	$838.66 - $954.94 $1,677 - $1,909	2 Added 0.46%	440 $369,000
Q2 2021 Aug 16, 2021	SELL	$766.83 - $887.42 $28,372 - $32,834	-37 Reduced 7.79%	438 $380,000
Q1 2021 Apr 28, 2021	BUY	$683.21 - $779.75 $8,198 - $9,357	12 Added 2.59%	475 $358,000
Q4 2020 Feb 12, 2021	BUY	$567.91 - $721.54 $47,136 - $59,887	83 Added 21.84%	463 $334,000
Q3 2020 Nov 04, 2020	SELL	$535.05 - $608.0 $2,675 - $3,040	-5 Reduced 1.3%	380 $214,000
Q2 2020 Aug 05, 2020	BUY	$409.54 - $558.06 $157,672 - $214,853	385 New	385 $209,000

1,854

111M

1.15M

1.37M

Ticker BLK
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 150,768,992
Market Cap $159B
Description
BlackRock, Inc. is a publicly owned investment manager. The firm primarily provides its services to institutional, intermediary, and individual investors including corporate, public, union, and industry pension plans, insurance companies, third-party mutual funds, endowments, public institutions, governments, foundations, charities, sovereign we...

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