Perigon Wealth Management, LLC Ishares Tr Transaction History

Perigon Wealth Management, LLC

$4.72 Billion
Q3 2025

A detailed history of Perigon Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 16,721 shares of IYJ stock, worth $2.4 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

16,721

Previous 16,875 0.91%

Holding current value

$2.4 Million

Previous $2.4 Million 1.58%

% of portfolio

0.05%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	SELL	$142.42 - $148.18 $21,932 - $22,819	-154 Reduced 0.91%	16,721 $2.44 Million
Q2 2025 Jul 15, 2025	SELL	$115.07 - $142.31 $10,356 - $12,807	-90 Reduced 0.53%	16,875 $2.4 Million
Q1 2025 Apr 23, 2025	SELL	$127.48 - $142.0 $3,187 - $3,550	-25 Reduced 0.15%	16,965 $2.21 Million
Q4 2024 Jan 22, 2025	SELL	$132.97 - $143.93 $2,127 - $2,302	-16 Reduced 0.09%	16,990 $2.27 Million
Q3 2024 Oct 16, 2024	BUY	$118.32 - $133.67 $15,736 - $17,778	133 Added 0.79%	17,006 $2.27 Million
Q2 2024 Aug 02, 2024	BUY	$119.1 - $125.05 $8,694 - $9,128	73 Added 0.43%	16,873 $2.02 Million
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

348

Shares Held

8.1M

Call Options Held

9.2K

Put Options Held

2.8K

View Full List

About ISHARES TR

Ticker IYJ
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Perigon Wealth Management, LLC Ishares Tr Transaction History