Perigon Wealth Management, LLC Ishares Tr Core Intl Aggregate Transaction History

Perigon Wealth Management, LLC

$4.72 Billion
Q3 2025

A detailed history of Perigon Wealth Management, LLC transactions in Ishares Tr Core Intl Aggregate stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 8,061 shares of IAGG stock, worth $417,398. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,061

Previous 9,002 10.45%

Holding current value

$417,398

Previous $459,000 10.24%

% of portfolio

0.01%

Previous 0.01%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	SELL	$50.85 - $51.35 $47,849 - $48,320	-941 Reduced 10.45%	8,061 $412,000
Q2 2025 Jul 15, 2025	BUY	$50.09 - $51.09 $166,749 - $170,078	3,329 Added 58.68%	9,002 $459,000
Q1 2025 Apr 23, 2025	SELL	$49.42 - $50.43 $69,188 - $70,602	-1,400 Reduced 19.79%	5,673 $283,000
Q4 2024 Jan 22, 2025	SELL	$49.87 - $52.46 $12,018 - $12,642	-241 Reduced 3.3%	7,073 $353,000
Q3 2024 Oct 16, 2024	BUY	$49.77 - $51.95 $2,737 - $2,857	55 Added 0.76%	7,314 $379,000
Q2 2024 Aug 02, 2024	BUY	$49.28 - $50.11 $14,291 - $14,531	290 Added 4.16%	7,259 $362,000
Q1 2024 Apr 29, 2024	BUY	$49.17 - $49.97 $36,336 - $36,927	739 Added 11.86%	6,969 $348,000
Q4 2023 Jan 29, 2024	SELL	$48.37 - $51.03 $12,285 - $12,961	-254 Reduced 3.92%	6,230 $310,000
Q3 2023 Oct 30, 2023	BUY	$48.59 - $49.48 $583 - $593	12 Added 0.19%	6,484 $316,000
Q2 2023 Aug 02, 2023	SELL	$48.63 - $49.36 $49,505 - $50,248	-1,018 Reduced 13.59%	6,472 $319,000
Q1 2023 May 03, 2023	SELL	$47.74 - $49.08 $14,751 - $15,165	-309 Reduced 3.96%	7,490 $366,000
Q4 2022 May 01, 2023	BUY	$47.55 - $50.18 $370,842 - $391,353	7,799 New	7,799 $370,000
Q3 2022 Dec 13, 2022	SELL	$47.99 - $51.59 $13,629 - $14,651	-284 Reduced 3.42%	8,030 $388,000
Q2 2022 Aug 11, 2022	SELL	$48.84 - $52.28 $94,163 - $100,795	-1,928 Reduced 18.82%	8,314 $414,000
Q1 2022 May 16, 2022	SELL	$51.9 - $54.31 $29,842 - $31,228	-575 Reduced 5.32%	10,242 $534,000
Q4 2021 Feb 11, 2022	SELL	$54.48 - $55.71 $173,518 - $177,436	-3,185 Reduced 22.75%	10,817 $590,000
Q3 2021 Nov 01, 2021	BUY	$55.02 - $56.01 $770,390 - $784,252	14,002 New	14,002 $770,000
Q3 2021 Oct 25, 2021	SELL	$55.02 - $56.01 $819,687 - $834,436	-14,898 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$54.65 - $56.18 $5,683 - $5,842	104 Added 0.7%	14,898 $817,000
Q4 2020 Jan 28, 2021	BUY	$55.57 - $56.21 $458,730 - $464,013	8,255 Added 126.24%	14,794 $832,000
Q3 2020 Nov 03, 2020	BUY	$55.37 - $55.99 $362,064 - $366,118	6,539 New	6,539 $364,000
Q3 2011 Nov 14, 2022	SELL	N/A	-284	8,030 $388,000

Others Institutions Holding IAGG

# of Institutions

589

Shares Held

169M

Call Options Held

5.5K

Put Options Held

4.1K

View Full List

About ISHARES TR CORE INTL AGGREGATE

Ticker IAGG
Sector ETFs
Industry ETFs

More about IAGG

Track This Portfolio

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.

Account

Perigon Wealth Management, LLC Ishares Tr Core Intl Aggregate Transaction History