Perigon Wealth Management, LLC Ishares Tr Ishares Morningstar Transaction History

Perigon Wealth Management, LLC

$4.72 Billion
Q3 2025

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 69,002 shares of IYLD stock, worth $1.46 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

69,002

Previous 59,259 16.44%

Holding current value

$1.46 Million

Previous $1.23 Million 19.35%

% of portfolio

0.03%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$20.48 - $21.33 $199,536 - $207,818	9,743 Added 16.44%	69,002 $1.47 Million
Q2 2025 Jul 15, 2025	BUY	$19.19 - $20.76 $59,066 - $63,899	3,078 Added 5.48%	59,259 $1.23 Million
Q1 2025 Apr 23, 2025	BUY	$19.42 - $20.31 $34,703 - $36,293	1,787 Added 3.29%	56,181 $1.13 Million
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

Shares Held

1.42M

Call Options Held

Put Options Held

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About ISHARES TR ISHARES MORNINGSTAR

Ticker IYLD
Sector ETFs
Industry ETFs

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Perigon Wealth Management, LLC Ishares Tr Ishares Morningstar Transaction History