Perigon Wealth Management, LLC Ishares Tr Transaction History

Perigon Wealth Management, LLC

  • $3.67 Billion
  • Q3 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 17,006 shares of IYJ stock, worth $2.28 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
17,006
Previous 16,873 0.79%
Holding current value
$2.28 Million
Previous $2.02 Million 12.8%
% of portfolio
0.06%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
318
Shares Held
6.18M
Call Options Held
29.4K
Put Options Held
0
View Full List

About ISHARES TR

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