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 6,079 shares of IYR stock, worth $590,878. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,079
Previous 5,655
7.5%
Holding current value
$590,878
Previous $496,000
24.8%
% of portfolio
0.02%
Previous 0.01%
Shares
31 transactions
Others Institutions Holding IYR
# of Institutions
575Shares Held
31.3MCall Options Held
6.83MPut Options Held
5.86M-
Wealth Navi Inc.4.39MShares$427 Million5.11% of portfolio
-
Morgan Stanley New York, NY3.06MShares$297 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC2.37MShares$230 Million0.02% of portfolio
-
Goldman Sachs Group Inc New York, NY1.24MShares$121 Million0.02% of portfolio
-
Wolverine Trading, LLC Chicago, IL1.11MShares$108 Million0.1% of portfolio