Regent Peak Wealth Advisors LLC Ishares Tr Transaction History

Regent Peak Wealth Advisors LLC

  • $507 Million
  • Q4 2025

A detailed history of Regent Peak Wealth Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 3,740 shares of DVY stock, worth $525,993. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,740
Previous 4,517 17.2%
Holding current value
$525,993
Previous $641,000 18.1%
% of portfolio
0.1%
Previous 0.13%

Shares

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

Jan 08, 2026
SELL
$138.1 - $143.11 $107,303 - $111,196
-777 Reduced 17.2%
3,740 $525,000
Q3 2025

Oct 16, 2025
SELL
$133.88 - $142.57 $189,975 - $202,306
-1,419 Reduced 23.9%
4,517 $641,000
Q1 2025

Apr 14, 2025
SELL
$128.58 - $138.1 $266,546 - $286,281
-2,073 Reduced 25.88%
5,936 $787,000
Q2 2024

Aug 14, 2024
SELL
$115.73 - $125.75 $56,476 - $61,366
-488 Reduced 5.74%
8,009 $968,000
Q4 2023

Jan 23, 2024
BUY
$102.97 - $119.06 $596,814 - $690,071
5,796 Added 214.59%
8,497 $996,000
Q3 2023

Nov 03, 2023
SELL
$107.44 - $118.16 $18,049 - $19,850
-168 Reduced 5.86%
2,701 $290,000
Q2 2023

Jul 19, 2023
BUY
$108.5 - $119.27 $45,461 - $49,974
419 Added 17.1%
2,869 $325,000
Q1 2023

Apr 24, 2023
SELL
$110.68 - $126.38 $228,554 - $260,974
-2,065 Reduced 45.74%
2,450 $287,000
Q4 2022

Feb 08, 2023
BUY
$107.39 - $125.5 $118,665 - $138,677
1,105 Added 32.4%
4,515 $544,000
Q3 2022

Nov 14, 2022
BUY
$107.22 - $127.71 $7,934 - $9,450
74 Added 2.22%
3,410 $365,000
Q2 2022

Aug 11, 2022
BUY
$113.21 - $132.14 $377,668 - $440,819
3,336 New
3,336 $392,000

Others Institutions Holding DVY

# of Institutions
1,487
Shares Held
69.1M
Call Options Held
1.01M
Put Options Held
70.3K
View Full List

About ISHARES TR

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