Perigon Wealth Management, LLC Ishares Tr Transaction History

Perigon Wealth Management, LLC

  • $3.27 Billion
  • Q1 2024

A detailed history of Perigon Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 16,800 shares of IYJ stock, worth $2.07 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
16,800
Previous 16,356 2.71%
Holding current value
$2.07 Million
Previous $1.87 Million 12.89%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Apr 29, 2024
BUY
$111.23 - $125.71 $49,386 - $55,815
444 Added 2.71%
16,800 $2.11 Million
Q4 2023

Jan 29, 2024
BUY
$95.31 - $114.66 $1.56 Million - $1.88 Million
16,356 New
16,356 $1.87 Million

Others Institutions Holding IYJ

# of Institutions
316
Shares Held
6.18M
Call Options Held
3.6K
Put Options Held
9.8K
View Full List

About ISHARES TR

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