Perigon Wealth Management, LLC Ishares Morningstar Mid Cap Va Transaction History

Perigon Wealth Management, LLC

  • $3.82 Billion
  • Q1 2025

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2021

May 17, 2021
SELL
$51.27 - $62.78 $25,635 - $31,390
-500 Closed
0 $0
Q4 2020

Jan 28, 2021
BUY
$43.61 - $52.74 $21,805 - $26,370
500 New
500 $78,000
Q2 2018

Aug 07, 2018
SELL
$50.91 - $54.18 $25,455 - $27,090
-500 Closed
0 $0
Q4 2017

Feb 14, 2018
BUY
$50.45 - $53.44 $25,225 - $26,720
500
500 $80,000

Others Institutions Holding IMCV

# of Institutions
152
Shares Held
5.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR MID CAP VA

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