Regent Peak Wealth Advisors LLC Ishares Core Dividend Growth E Transaction History

Regent Peak Wealth Advisors LLC

  • $507 Million
  • Q4 2025

A detailed history of Regent Peak Wealth Advisors LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 355,124 shares of DGRO stock, worth $24.3 Million. This represents 4.79% of its overall portfolio holdings.

Number of Shares
355,124
Previous 355,451 0.09%
Holding current value
$24.3 Million
Previous $24.2 Million 0.42%
% of portfolio
4.79%
Previous 4.75%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
SELL
$66.93 - $69.17 $21,886 - $22,618
-327 Reduced 0.09%
355,124 $24.3 Million
Q3 2025

Oct 16, 2025
BUY
$64.12 - $68.08 $897,615 - $953,051
13,999 Added 4.1%
355,451 $24.2 Million
Q1 2025

Apr 14, 2025
BUY
$60.46 - $64.42 $415,722 - $442,951
6,876 Added 2.06%
341,452 $20.9 Million
Q4 2024

Jan 07, 2025
BUY
$60.73 - $64.94 $5.84 Million - $6.25 Million
96,186 Added 40.35%
334,576 $20.5 Million
Q3 2024

Oct 16, 2024
BUY
$57.47 - $62.76 $980,495 - $1.07 Million
17,061 Added 7.71%
238,390 $14.9 Million
Q2 2024

Aug 14, 2024
BUY
$55.23 - $58.55 $1.75 Million - $1.86 Million
31,752 Added 16.75%
221,329 $12.8 Million
Q1 2024

May 01, 2024
BUY
$53.33 - $58.06 $538,899 - $586,696
10,105 Added 5.63%
189,577 $11 Million
Q4 2023

Jan 23, 2024
BUY
$47.36 - $54.1 $1.54 Million - $1.76 Million
32,492 Added 22.11%
179,472 $9.66 Million
Q3 2023

Nov 03, 2023
BUY
$49.53 - $53.28 $152,601 - $164,155
3,081 Added 2.14%
146,980 $7.28 Million
Q2 2023

Jul 19, 2023
SELL
$49.08 - $51.53 $989,109 - $1.04 Million
-20,153 Reduced 12.28%
143,899 $7.42 Million
Q1 2023

Apr 24, 2023
BUY
$47.94 - $51.79 $1.78 Million - $1.92 Million
37,078 Added 29.2%
164,052 $8.2 Million
Q4 2022

Feb 08, 2023
BUY
$44.53 - $52.33 $271,499 - $319,056
6,097 Added 5.04%
126,974 $6.35 Million
Q3 2022

Nov 14, 2022
BUY
$44.47 - $52.73 $233,334 - $276,674
5,247 Added 4.54%
120,877 $5.38 Million
Q2 2022

Aug 11, 2022
SELL
$45.84 - $53.69 $308,411 - $361,226
-6,728 Reduced 5.5%
115,630 $5.51 Million
Q1 2022

May 03, 2022
SELL
$50.66 - $56.06 $564,301 - $624,452
-11,139 Reduced 8.34%
122,358 $6.54 Million
Q4 2021

Feb 11, 2022
BUY
$50.43 - $55.68 $126,730 - $139,923
2,513 Added 1.92%
133,497 $7.42 Million
Q3 2021

Nov 08, 2021
BUY
$50.23 - $53.1 $33,804 - $35,736
673 Added 0.52%
130,984 $6.58 Million
Q2 2021

Aug 16, 2021
BUY
$48.57 - $51.16 $1.03 Million - $1.08 Million
21,118 Added 19.34%
130,311 $6.73 Million
Q1 2021

Apr 28, 2021
BUY
$44.11 - $48.56 $255,308 - $281,065
5,788 Added 5.6%
109,193 $5.27 Million
Q4 2020

Feb 12, 2021
BUY
$38.76 - $44.82 $71,279 - $82,423
1,839 Added 1.81%
103,405 $4.64 Million
Q3 2020

Nov 04, 2020
BUY
$37.36 - $41.95 $19,053 - $21,394
510 Added 0.5%
101,566 $4.04 Million
Q2 2020

Aug 05, 2020
BUY
$31.16 - $40.84 $171,255 - $224,456
5,496 Added 5.75%
101,056 $3.8 Million
Q1 2020

Apr 27, 2020
BUY
$27.99 - $43.13 $295,826 - $455,840
10,569 Added 12.44%
95,560 $3.11 Million
Q4 2019

Feb 14, 2020
BUY
$37.88 - $42.2 $3.22 Million - $3.59 Million
84,991 New
84,991 $3.58 Million

Others Institutions Holding DGRO

# of Institutions
1,337
Shares Held
312M
Call Options Held
1.58M
Put Options Held
24.2K
View Full List

About ISHARES CORE DIVIDEND GROWTH E

DGRO Quotes by TradingView
  • Ticker DGRO
  • Sector ETFs
  • Industry ETFs
More about DGRO
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