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

Perigon Wealth Management, LLC

$4.18 Billion
Q2 2025

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 7,813 shares of IYK stock, worth $541,909. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,813

Previous 7,812 0.01%

Holding current value

$541,909

Previous $559,000 1.61%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	BUY	$67.29 - $72.42 $67 - $72	1 Added 0.01%	7,813 $550,000
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

271

Shares Held

11.7M

Call Options Held

Put Options Held

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About ISHARES U.S. CONSUMER STAPLES

Ticker IYK
Sector ETFs
Industry ETFs

More about IYK

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