Perigon Wealth Management, LLC Ishares Expanded Tech Software Transaction History

Perigon Wealth Management, LLC

  • $3.27 Billion
  • Q1 2024

A detailed history of Perigon Wealth Management, LLC transactions in Ishares Expanded Tech Software stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 3,521 shares of IGV stock, worth $309,425. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,521
Previous 577 510.23%
Holding current value
$309,425
Previous $234,000 28.21%
% of portfolio
0.01%
Previous 0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
BUY
$83.56 - $442.01 $246,000 - $1.3 Million
2,944 Added 510.23%
3,521 $300,000
Q4 2023

Jan 29, 2024
BUY
$329.19 - $408.79 $189,942 - $235,871
577 New
577 $234,000
Q2 2023

Aug 02, 2023
BUY
$287.57 - $349.4 $166,503 - $202,302
579 New
579 $200,000
Q2 2022

Aug 11, 2022
SELL
$257.24 - $353.96 $207,592 - $285,645
-807 Closed
0 $0
Q1 2022

May 16, 2022
SELL
$302.28 - $393.09 $1,511 - $1,965
-5 Reduced 0.62%
807 $278,000
Q4 2021

Feb 11, 2022
BUY
$384.52 - $446.52 $14,227 - $16,521
37 Added 4.77%
812 $323,000
Q3 2021

Nov 01, 2021
BUY
$386.87 - $428.17 $299,824 - $331,831
775 New
775 $309,000
Q3 2021

Oct 25, 2021
SELL
$386.87 - $428.17 $243,341 - $269,318
-629 Closed
0 $0
Q2 2021

Jul 19, 2021
SELL
$333.59 - $395.13 $283,551 - $335,860
-850 Reduced 57.47%
629 $245,000
Q1 2021

May 17, 2021
SELL
$326.82 - $385.88 $424,866 - $501,644
-1,300 Reduced 46.78%
1,479 $505,000
Q3 2020

Nov 03, 2020
BUY
$283.85 - $334.52 $115,810 - $136,484
408 Added 17.21%
2,779 $865,000
Q2 2020

Jul 29, 2020
BUY
$197.94 - $284.25 $18,408 - $26,435
93 Added 4.08%
2,371 $674,000
Q1 2020

Apr 17, 2020
SELL
$185.88 - $266.67 $13,383 - $19,200
-72 Reduced 3.06%
2,278 $501,000
Q4 2018

Feb 11, 2019
BUY
$159.19 - $204.44 $374,096 - $480,434
2,350 New
2,350 $444,000

Others Institutions Holding IGV

# of Institutions
529
Shares Held
58M
Call Options Held
1.17M
Put Options Held
2.68M
View Full List

About ISHARES EXPANDED TECH-SOFTWARE

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