Perigon Wealth Management, LLC Ishares S&P Midcap 400 Growth Transaction History

Perigon Wealth Management, LLC

  • $3.27 Billion
  • Q1 2024

A detailed history of Perigon Wealth Management, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 11,472 shares of IJK stock, worth $1.01 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
11,472
Previous 11,311 1.42%
Holding current value
$1.01 Million
Previous $896,000 16.74%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Apr 29, 2024
BUY
$76.81 - $91.25 $12,366 - $14,691
161 Added 1.42%
11,472 $1.05 Million
Q4 2023

Jan 29, 2024
BUY
$67.78 - $80.04 $15,996 - $18,889
236 Added 2.13%
11,311 $896,000
Q3 2023

Oct 30, 2023
SELL
$71.48 - $77.94 $51,108 - $55,727
-715 Reduced 6.06%
11,075 $800,000
Q2 2023

Aug 02, 2023
SELL
$69.13 - $75.0 $26,200 - $28,425
-379 Reduced 3.11%
11,790 $884,000
Q1 2023

May 03, 2023
SELL
$67.77 - $74.78 $1,490 - $1,645
-22 Reduced 0.18%
12,169 $870,000
Q4 2022

May 01, 2023
BUY
$66.9 - $72.95 $815,577 - $889,333
12,191 New
12,191 $832,000
Q3 2022

Dec 13, 2022
SELL
N/A
-133 Reduced 1.48%
8,872 $559,000
Q1 2022

May 16, 2022
BUY
N/A
600 Added 7.14%
9,005 $696,000
Q4 2021

Feb 11, 2022
BUY
N/A
1,204 Added 16.72%
8,405 $717,000
Q3 2021

Nov 01, 2021
BUY
N/A
7,201 New
7,201 $570,000
Q3 2021

Oct 25, 2021
SELL
N/A
-8,877 Closed
0 $0
Q2 2021

Jul 19, 2021
BUY
N/A
712 Added 8.72%
8,877 $718,000
Q1 2021

May 17, 2021
BUY
N/A
1,961 Added 31.61%
8,165 $640,000
Q4 2020

Jan 28, 2021
BUY
N/A
4,653 Added 300.0%
6,204 $448,000
Q2 2020

Jul 29, 2020
SELL
N/A
-50 Reduced 3.12%
1,551 $347,000
Q1 2020

Apr 17, 2020
SELL
N/A
-949 Reduced 37.22%
1,601 $311,000
Q4 2019

Jan 13, 2020
BUY
N/A
754 Added 41.98%
2,550 $607,000
Q2 2019

Aug 05, 2019
BUY
N/A
598 Added 49.92%
1,796 $406,000
Q4 2018

Feb 11, 2019
BUY
N/A
209 Added 21.13%
1,198 $248,000
Q3 2018

Nov 13, 2018
SELL
N/A
-3,362 Reduced 77.27%
989 $231,000
Q2 2018

Aug 09, 2018
BUY
N/A
1,393 Added 47.09%
4,351 $980,000
Q1 2018

May 15, 2018
BUY
N/A
1,984 Added 203.7%
2,958 $646,000
Q4 2017

Feb 14, 2018
SELL
N/A
-3,073 Reduced 75.93%
974 $210,000
Q3 2017

Dec 05, 2017
SELL
N/A
-7,303 Reduced 64.34%
4,047 $819,000
Q2 2017

Sep 12, 2017
BUY
N/A
11,350 New
11,350 $2.23 Million
Q3 2011

Nov 14, 2022
SELL
N/A
-133
8,872 $559,000

Others Institutions Holding IJK

# of Institutions
867
Shares Held
70.7M
Call Options Held
3.3K
Put Options Held
200
View Full List

About ISHARES S&P MIDCAP 400 GROWTH

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