Perigon Wealth Management, LLC Ishares Tr Transaction History

Perigon Wealth Management, LLC

  • $3.82 Billion
  • Q1 2025

A detailed history of Perigon Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 4,756 shares of IAK stock, worth $621,989. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,756
Previous 4,883 2.6%
Holding current value
$621,989
Previous $617,000 6.16%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
$121.85 - $137.9 $15,474 - $17,513
-127 Reduced 2.6%
4,756 $655,000
Q4 2024

Jan 22, 2025
SELL
$123.78 - $138.16 $466,031 - $520,172
-3,765 Reduced 43.54%
4,883 $617,000
Q3 2024

Oct 16, 2024
BUY
$112.0 - $130.47 $306,768 - $357,357
2,739 Added 46.35%
8,648 $1.12 Million
Q2 2024

Aug 02, 2024
BUY
$109.54 - $117.86 $405,736 - $436,553
3,704 Added 167.98%
5,909 $667,000
Q4 2023

Jan 29, 2024
SELL
$89.71 - $100.92 $627 - $706
-7 Reduced 0.32%
2,205 $220,000
Q3 2023

Oct 30, 2023
BUY
$86.28 - $94.91 $190,851 - $209,940
2,212 New
2,212 $202,000
Q4 2022

May 01, 2023
BUY
$81.32 - $94.36 $181,912 - $211,083
2,237 New
2,237 $204,000

Others Institutions Holding IAK

# of Institutions
181
Shares Held
3.84M
Call Options Held
2.2K
Put Options Held
2K
View Full List

About ISHARES TR

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