Perigon Wealth Management, LLC Ishares Tr Core Aggressive All Transaction History

Perigon Wealth Management, LLC

$3.82 Billion
Q1 2025

A detailed history of Perigon Wealth Management, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 29,076 shares of AOA stock, worth $2.42 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

29,076

Previous 29,634 1.88%

Holding current value

$2.42 Million

Previous $2.27 Million 2.03%

% of portfolio

0.06%

Previous 0.06%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$75.7 - $80.01 $42,240 - $44,645	-558 Reduced 1.88%	29,076 $2.22 Million
Q4 2024 Jan 22, 2025	BUY	$76.61 - $79.88 $178,194 - $185,800	2,326 Added 8.52%	29,634 $2.27 Million
Q3 2024 Oct 16, 2024	SELL	$72.11 - $79.05 $10,528 - $11,541	-146 Reduced 0.53%	27,308 $2.15 Million
Q2 2024 Aug 02, 2024	BUY	$70.02 - $75.08 $1.92 Million - $2.06 Million	27,454 New	27,454 $2.05 Million
Q1 2021 May 17, 2021	SELL	$63.86 - $67.38 $44,063 - $46,492	-690 Closed	0 $0
Q4 2020 Jan 28, 2021	BUY	$56.73 - $64.27 $39,143 - $44,346	690 New	690 $44,000

Others Institutions Holding AOA

# of Institutions

375

Shares Held

9.46M

Call Options Held

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

Ticker AOA
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Perigon Wealth Management, LLC Ishares Tr Core Aggressive All Transaction History