Perigon Wealth Management, LLC Ishares U.S. Consumer Staples Transaction History

Perigon Wealth Management, LLC

  • $3.67 Billion
  • Q3 2024

A detailed history of Perigon Wealth Management, LLC transactions in Ishares U.S. Consumer Staples stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 7,812 shares of IYK stock, worth $523,482. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,812
Previous 7,811 0.01%
Holding current value
$523,482
Previous $513,000 7.41%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
BUY
$65.27 - $72.12 $65 - $72
1 Added 0.01%
7,812 $551,000
Q2 2024

Aug 02, 2024
BUY
$64.04 - $68.25 $128 - $136
2 Added 0.03%
7,811 $513,000
Q1 2024

Apr 29, 2024
BUY
$65.5 - $197.39 $341,189 - $1.03 Million
5,209 Added 200.35%
7,809 $528,000
Q3 2023

Oct 30, 2023
SELL
$186.51 - $205.29 $15,107 - $16,628
-81 Reduced 3.02%
2,600 $484,000
Q4 2022

May 01, 2023
BUY
$59.77 - $210.04 $160,243 - $563,117
2,681 New
2,681 $543,000

Others Institutions Holding IYK

# of Institutions
242
Shares Held
36.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES U.S. CONSUMER STAPLES

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