Perigon Wealth Management, LLC Ishares Barclays 3 7 Yr Treas Transaction History
Perigon Wealth Management, LLC
- $3.97 Billion
- Q4 2024
A detailed history of Perigon Wealth Management, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 50,292 shares of IEI stock, worth $5.81 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
50,292
Previous 53,066
5.23%
Holding current value
$5.81 Million
Previous $6.35 Million
8.44%
% of portfolio
0.15%
Previous 0.17%
Shares
34 transactions
Others Institutions Holding IEI
# of Institutions
775Shares Held
94.7MCall Options Held
174KPut Options Held
56.1K-
Jpmorgan Chase & CO New York, NY9.62MShares$1.11 Billion0.09% of portfolio
-
Invesco Ltd. Atlanta, GA6.4MShares$739 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC5.8MShares$670 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA4.19MShares$484 Million1.03% of portfolio
-
Envestnet Asset Management Inc3.92MShares$453 Million0.16% of portfolio