Perigon Wealth Management, LLC Ishares Russell2000 Val ETF Transaction History
Perigon Wealth Management, LLC
- $3.97 Billion
- Q4 2024
A detailed history of Perigon Wealth Management, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 5,031 shares of IWN stock, worth $768,485. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,031
Previous 5,147
2.25%
Holding current value
$768,485
Previous $858,000
3.85%
% of portfolio
0.02%
Previous 0.02%
Shares
24 transactions
Others Institutions Holding IWN
# of Institutions
1,150Shares Held
60.4MCall Options Held
540KPut Options Held
149K-
Bank Of America Corp Charlotte, NC6.72MShares$1.03 Billion0.09% of portfolio
-
Morgan Stanley New York, NY5.48MShares$838 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.74MShares$418 Million1.36% of portfolio
-
Jones Financial Companies Lllp2.73MShares$417 Million0.43% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$381 Million1.27% of portfolio