Perigon Wealth Management, LLC Ishares Tr Transaction History

Perigon Wealth Management, LLC

  • $3.82 Billion
  • Q1 2025

A detailed history of Perigon Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 1,900 shares of IYY stock, worth $273,543. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,900
Previous 1,900 -0.0%
Holding current value
$273,543
Previous $271,000 4.8%
% of portfolio
0.01%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024
BUY
$120.85 - $132.7 $229,615 - $252,129
1,900 New
1,900 $251,000
Q4 2018

Feb 11, 2019
SELL
N/A
-3,727 Closed
0 $0
Q3 2018

Nov 13, 2018
BUY
N/A
386 Added 11.55%
3,727 $545,000
Q2 2018

Aug 09, 2018
BUY
N/A
172 Added 5.43%
3,341 $457,000
Q1 2018

May 15, 2018
BUY
N/A
100 Added 3.26%
3,169 $419,000
Q4 2017

Feb 14, 2018
SELL
N/A
-170 Reduced 5.25%
3,069 $410,000
Q3 2017

Dec 05, 2017
BUY
N/A
162 Added 5.26%
3,239 $408,000
Q2 2017

Sep 12, 2017
BUY
N/A
3,077
3,077 $373,000

Others Institutions Holding IYY

# of Institutions
276
Shares Held
3.64M
Call Options Held
5.7K
Put Options Held
0
View Full List

About ISHARES TR

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