Perigon Wealth Management, LLC Ishares Expanded Tech Sector E Transaction History

Perigon Wealth Management, LLC

  • $3.97 Billion
  • Q4 2024

A detailed history of Perigon Wealth Management, LLC transactions in Ishares Expanded Tech Sector E stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 19,432 shares of IGM stock, worth $2.03 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
19,432
Previous 18,191 6.82%
Holding current value
$2.03 Million
Previous $1.75 Million 13.64%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Jan 22, 2025
BUY
$94.19 - $106.95 $116,889 - $132,724
1,241 Added 6.82%
19,432 $1.98 Million
Q3 2024

Oct 16, 2024
BUY
$84.03 - $98.62 $64,535 - $75,740
768 Added 4.41%
18,191 $1.75 Million
Q2 2024

Aug 02, 2024
BUY
$80.02 - $95.38 $57,934 - $69,055
724 Added 4.34%
17,423 $1.64 Million
Q1 2024

Apr 29, 2024
BUY
$84.27 - $516.87 $1.17 Million - $7.19 Million
13,917 Added 500.25%
16,699 $1.44 Million
Q4 2023

Jan 29, 2024
BUY
$365.86 - $450.72 $217,320 - $267,727
594 Added 27.15%
2,782 $1.25 Million
Q3 2023

Oct 30, 2023
SELL
$376.08 - $412.97 $112,071 - $123,065
-298 Reduced 11.99%
2,188 $836,000
Q2 2023

Aug 02, 2023
BUY
$325.63 - $395.58 $206,123 - $250,402
633 Added 34.16%
2,486 $976,000
Q1 2023

May 03, 2023
SELL
$275.98 - $339.32 $33,393 - $41,057
-121 Reduced 6.13%
1,853 $628,000
Q4 2022

May 01, 2023
BUY
$44.41 - $306.86 $87,665 - $605,741
1,974 New
1,974 $552,000
Q3 2022

Dec 13, 2022
SELL
$46.07 - $58.66 $2,303 - $2,933
-50 Reduced 3.16%
1,530 $423,000
Q2 2022

Aug 11, 2022
SELL
$47.75 - $66.17 $7,162 - $9,925
-150 Reduced 8.67%
1,580 $465,000
Q1 2022

May 16, 2022
SELL
$57.01 - $73.7 $627 - $810
-11 Reduced 0.63%
1,730 $672,000
Q3 2021

Nov 01, 2021
BUY
$66.83 - $71.86 $116,351 - $125,108
1,741 New
1,741 $703,000
Q3 2021

Oct 25, 2021
SELL
$66.83 - $71.86 $117,487 - $126,329
-1,758 Closed
0 $0
Q1 2021

May 17, 2021
SELL
$56.89 - $63.23 $8,647 - $9,610
-152 Reduced 7.96%
1,758 $634,000
Q1 2020

Apr 17, 2020
SELL
$31.48 - $45.08 $7,555 - $10,819
-240 Reduced 11.16%
1,910 $429,000
Q2 2019

Aug 05, 2019
BUY
N/A
150 Added 7.5%
2,150 $464,000
Q1 2019

May 15, 2019
SELL
N/A
-300 Reduced 13.04%
2,000 $440,000
Q1 2018

May 15, 2018
SELL
N/A
-100 Reduced 4.17%
2,300 $413,000
Q3 2017

Dec 05, 2017
SELL
N/A
-913 Reduced 27.56%
2,400 $373,000
Q2 2017

Sep 12, 2017
BUY
N/A
3,313 New
3,313 $479,000
Q3 2011

Nov 14, 2022
SELL
N/A
-50
1,530 $423,000

Others Institutions Holding IGM

# of Institutions
431
Shares Held
26.3M
Call Options Held
51.1K
Put Options Held
36K
View Full List

About ISHARES EXPANDED TECH SECTOR E

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