Perigon Wealth Management, LLC Ishares S&P 500 Growth ETF Transaction History
Perigon Wealth Management, LLC
- $3.27 Billion
- Q1 2024
A detailed history of Perigon Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 95,348 shares of IVW stock, worth $8.96 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
95,348
Previous 32,278
195.4%
Holding current value
$8.96 Million
Previous $2.42 Million
232.14%
% of portfolio
0.25%
Previous 0.08%
Shares
25 transactions
Others Institutions Holding IVW
# of Institutions
1,677Shares Held
384MCall Options Held
379KPut Options Held
363K-
Jpmorgan Chase & CO New York, NY46.7MShares$4.39 Billion0.36% of portfolio
-
Envestnet Asset Management Inc33.3MShares$3.14 Billion1.07% of portfolio
-
Morgan Stanley New York, NY31.4MShares$2.95 Billion0.22% of portfolio
-
Bank Of America Corp Charlotte, NC17.8MShares$1.67 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA15.1MShares$1.42 Billion0.31% of portfolio