A detailed history of Perigon Wealth Management, LLC transactions in Ishares Tr Dow Jones Us Medica stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 5,696 shares of IHI stock, worth $343,867. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,696
Previous 5,952 4.3%
Holding current value
$343,867
Previous $333,000 1.2%
% of portfolio
0.01%
Previous 0.01%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$54.38 - $59.77 $13,921 - $15,301
-256 Reduced 4.3%
5,696 $337,000
Q2 2024

Aug 02, 2024

BUY
$54.36 - $57.86 $108 - $115
2 Added 0.03%
5,952 $333,000
Q1 2024

Apr 29, 2024

SELL
$52.72 - $58.68 $65,320 - $72,704
-1,239 Reduced 17.23%
5,950 $348,000
Q4 2023

Jan 29, 2024

SELL
$44.46 - $54.12 $61,265 - $74,577
-1,378 Reduced 16.08%
7,189 $387,000
Q3 2023

Oct 30, 2023

BUY
$48.19 - $57.76 $10,312 - $12,360
214 Added 2.56%
8,567 $415,000
Q2 2023

Aug 02, 2023

BUY
$52.68 - $57.17 $70,117 - $76,093
1,331 Added 18.95%
8,353 $471,000
Q1 2023

May 03, 2023

BUY
$50.46 - $56.06 $151 - $168
3 Added 0.04%
7,022 $379,000
Q4 2022

May 01, 2023

BUY
$47.29 - $54.28 $331,928 - $380,991
7,019 New
7,019 $368,000
Q3 2022

Dec 13, 2022

SELL
$47.07 - $55.56 $120,452 - $142,178
-2,559 Reduced 14.3%
15,338 $724,000
Q2 2022

Aug 11, 2022

BUY
$47.65 - $62.2 $74,715 - $97,529
1,568 Added 9.6%
17,897 $903,000
Q1 2022

May 16, 2022

BUY
$55.84 - $65.41 $248,376 - $290,943
4,448 Added 37.44%
16,329 $995,000
Q4 2021

Feb 11, 2022

BUY
$61.58 - $66.32 $67,060 - $72,222
1,089 Added 10.09%
11,881 $782,000
Q3 2021

Nov 01, 2021

BUY
$60.41 - $67.15 $651,944 - $724,682
10,792 New
10,792 $678,000
Q3 2021

Oct 25, 2021

SELL
$60.41 - $67.15 $260,306 - $289,349
-4,309 Closed
0 $0
Q2 2021

Jul 19, 2021

BUY
$55.06 - $60.62 $19,160 - $21,095
348 Added 8.79%
4,309 $1.56 Million
Q1 2021

May 17, 2021

SELL
$52.97 - $58.45 $20,393 - $22,503
-385 Reduced 8.86%
3,961 $1.31 Million
Q4 2020

Jan 28, 2021

BUY
$49.24 - $54.55 $126,940 - $140,629
2,578 Added 145.81%
4,346 $1.42 Million
Q3 2020

Nov 03, 2020

BUY
$44.27 - $51.59 $30,856 - $35,958
697 Added 65.08%
1,768 $530,000
Q2 2020

Jul 29, 2020

BUY
$35.5 - $45.33 $38,020 - $48,548
1,071 New
1,071 $284,000
Q3 2011

Nov 14, 2022

SELL
N/A
-2,559
15,338 $724,000

Others Institutions Holding IHI

About ISHARES TR DOW JONES US MEDICA


  • Ticker IHI
  • Sector ETFs
  • Industry ETFs
More about IHI
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