Perigon Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
Perigon Wealth Management, LLC
- $3.27 Billion
- Q1 2024
A detailed history of Perigon Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 166,094 shares of IJR stock, worth $17.7 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
166,094
Previous 133,810
24.13%
Holding current value
$17.7 Million
Previous $14.5 Million
26.73%
% of portfolio
0.56%
Previous 0.48%
Shares
30 transactions
Others Institutions Holding IJR
# of Institutions
2,450Shares Held
481MCall Options Held
625KPut Options Held
581K-
Northwestern Mutual Wealth Management CO33.8MShares$3.6 Billion3.84% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$3.27 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.05 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA16.6MShares$1.77 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$1.39 Billion0.79% of portfolio