Perigon Wealth Management, LLC Ishares Tr Russell 200 Growth Transaction History

Perigon Wealth Management, LLC

  • $3.27 Billion
  • Q1 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 5,827 shares of IWY stock, worth $1.28 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,827
Previous 3,811 52.9%
Holding current value
$1.28 Million
Previous $667,000 70.31%
% of portfolio
0.03%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
BUY
$170.38 - $196.82 $343,486 - $396,789
2,016 Added 52.9%
5,827 $1.14 Million
Q4 2023

Jan 29, 2024
SELL
$149.01 - $175.92 $77,634 - $91,654
-521 Reduced 12.03%
3,811 $667,000
Q2 2023

Aug 02, 2023
SELL
$136.24 - $158.56 $104,223 - $121,298
-765 Reduced 15.01%
4,332 $686,000
Q4 2022

May 01, 2023
BUY
$117.64 - $131.34 $599,611 - $669,439
5,097 New
5,097 $614,000
Q3 2021

Oct 25, 2021
BUY
N/A
3,910 New
3,910 $597,000
Q1 2021

May 17, 2021
SELL
N/A
-197 Closed
0 $0
Q4 2020

Jan 28, 2021
BUY
N/A
197 New
197 $26,000

Others Institutions Holding IWY

# of Institutions
463
Shares Held
51.1M
Call Options Held
2K
Put Options Held
1.2K
View Full List

About ISHARES TR RUSSELL 200 GROWTH

IWY Quotes by TradingView
  • Ticker IWY
  • Sector ETFs
  • Industry ETFs
More about IWY
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