Perigon Wealth Management, LLC Ishares Tr Ishares Morningstar Transaction History

Perigon Wealth Management, LLC

  • $3.97 Billion
  • Q4 2024

A detailed history of Perigon Wealth Management, LLC transactions in Ishares Tr Ishares Morningstar stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 54,394 shares of IYLD stock, worth $1.08 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
54,394
Previous 55,396 1.81%
Holding current value
$1.08 Million
Previous $1.14 Million 7.43%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$19.48 - $20.66 $19,518 - $20,701
-1,002 Reduced 1.81%
54,394 $1.06 Million
Q3 2024

Oct 16, 2024
BUY
$19.72 - $20.73 $32,952 - $34,639
1,671 Added 3.11%
55,396 $1.14 Million
Q2 2024

Aug 02, 2024
BUY
$19.35 - $20.16 $1.04 Million - $1.08 Million
53,725 New
53,725 $1.07 Million

Others Institutions Holding IYLD

# of Institutions
56
Shares Held
1.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ISHARES MORNINGSTAR

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