Perigon Wealth Management, LLC Ishares Tr Russell 200 Growth Transaction History
Perigon Wealth Management, LLC
- $3.97 Billion
- Q4 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 18,944 shares of IWY stock, worth $4.48 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
18,944
Previous 13,369
41.7%
Holding current value
$4.48 Million
Previous $2.94 Million
51.51%
% of portfolio
0.11%
Previous 0.08%
Shares
10 transactions
Others Institutions Holding IWY
# of Institutions
606Shares Held
57.7MCall Options Held
3.4KPut Options Held
2.2K-
Tiaa Trust, National Association Charlotte, NC6.25MShares$1.48 Billion4.46% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.4 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.37MShares$1.27 Billion4.54% of portfolio
-
First Citizens Bank & Trust CO5.05MShares$1.19 Billion18.48% of portfolio
-
Envestnet Asset Management Inc2.79MShares$660 Million0.22% of portfolio