Perigon Wealth Management, LLC Ishares Tr Transaction History

Perigon Wealth Management, LLC

  • $3.97 Billion
  • Q4 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 10,792 shares of IDV stock, worth $316,529. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,792
Previous 11,772 8.32%
Holding current value
$316,529
Previous $355,000 16.9%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$27.03 - $29.92 $26,489 - $29,321
-980 Reduced 8.32%
10,792 $295,000
Q3 2024

Oct 16, 2024
SELL
$27.62 - $30.64 $3,728 - $4,136
-135 Reduced 1.13%
11,772 $355,000
Q1 2024

Apr 29, 2024
BUY
$26.95 - $28.13 $320,893 - $334,943
11,907 New
11,907 $333,000

Others Institutions Holding IDV

# of Institutions
490
Shares Held
79.8M
Call Options Held
20.5K
Put Options Held
24.8K
View Full List

About ISHARES TR

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