Perigon Wealth Management, LLC Ishares Core Total Usd Bond Ma Transaction History
Perigon Wealth Management, LLC
- $3.82 Billion
- Q1 2025
A detailed history of Perigon Wealth Management, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 660,001 shares of IUSB stock, worth $30.3 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
660,001
Previous 890,116
25.85%
Holding current value
$30.3 Million
Previous $40.2 Million
24.41%
% of portfolio
0.8%
Previous 1.01%
Shares
19 transactions
Others Institutions Holding IUSB
# of Institutions
777Shares Held
695MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc141MShares$6.48 Billion2.12% of portfolio
-
Jones Financial Companies Lllp60.5MShares$2.78 Billion2.61% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.75 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC44.6MShares$2.05 Billion0.85% of portfolio
-
Wells Fargo & Company San Francisco, CA42.5MShares$1.95 Billion0.44% of portfolio