Perigon Wealth Management, LLC Ishares Tr Russell 200 Growth Transaction History
Perigon Wealth Management, LLC
- $3.67 Billion
- Q3 2024
A detailed history of Perigon Wealth Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 13,369 shares of IWY stock, worth $3.16 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
13,369
Previous 8,828
51.44%
Holding current value
$3.16 Million
Previous $1.89 Million
55.36%
% of portfolio
0.08%
Previous 0.06%
Shares
9 transactions
Others Institutions Holding IWY
# of Institutions
530Shares Held
49.9MCall Options Held
12.3KPut Options Held
5.1K-
Tiaa Trust, National Association Charlotte, NC6.55MShares$1.55 Billion4.33% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.4 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.24MShares$1.24 Billion4.13% of portfolio
-
First Citizens Bank & Trust CO5.01MShares$1.18 Billion16.88% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.06MShares$486 Million0.12% of portfolio