Perigon Wealth Management, LLC Ishares Tr Transaction History

Perigon Wealth Management, LLC

  • $3.67 Billion
  • Q3 2024

A detailed history of Perigon Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 6,757 shares of GVI stock, worth $702,457. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,757
Previous 10,618 36.36%
Holding current value
$702,457
Previous $1.1 Million 34.33%
% of portfolio
0.02%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
SELL
$103.17 - $107.43 $398,339 - $414,787
-3,861 Reduced 36.36%
6,757 $723,000
Q2 2024

Aug 02, 2024
BUY
$102.13 - $104.03 $820,103 - $835,360
8,030 Added 310.28%
10,618 $1.1 Million
Q1 2024

Apr 29, 2024
BUY
$103.31 - $105.01 $267,366 - $271,765
2,588 New
2,588 $269,000
Q1 2021

May 17, 2021
SELL
$114.79 - $117.59 $170,003 - $174,150
-1,481 Closed
0 $0
Q4 2020

Jan 28, 2021
BUY
$116.99 - $117.71 $173,262 - $174,328
1,481 New
1,481 $174,000

Others Institutions Holding GVI

# of Institutions
289
Shares Held
28.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

GVI Quotes by TradingView
  • Ticker GVI
  • Sector ETFs
  • Industry ETFs
More about GVI
Track This Portfolio

Track Perigon Wealth Management, LLC Portfolio

Follow Perigon Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Perigon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perigon Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email