Perigon Wealth Management, LLC Ishares Tr Broad Usd Inbd Etfv Transaction History

Perigon Wealth Management, LLC

  • $4.18 Billion
  • Q2 2025

A detailed history of Perigon Wealth Management, LLC transactions in Ishares Tr Broad Usd Inbd Etfv stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 8,116 shares of USIG stock, worth $417,162. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,116
Previous 7,403 9.63%
Holding current value
$417,162
Previous $378,000 10.32%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
BUY
$49.73 - $51.44 $35,457 - $36,676
713 Added 9.63%
8,116 $417,000
Q1 2025

Apr 23, 2025
SELL
$49.67 - $51.43 $55,531 - $57,498
-1,118 Reduced 13.12%
7,403 $378,000
Q4 2024

Jan 22, 2025
BUY
$50.14 - $52.56 $28,629 - $30,011
571 Added 7.18%
8,521 $428,000
Q3 2024

Oct 16, 2024
SELL
$49.82 - $52.8 $41,051 - $43,507
-824 Reduced 9.39%
7,950 $418,000
Q2 2024

Aug 02, 2024
SELL
$49.21 - $50.7 $4,084 - $4,208
-83 Reduced 0.94%
8,774 $440,000
Q1 2024

Apr 29, 2024
BUY
$50.05 - $51.32 $13,913 - $14,266
278 Added 3.24%
8,857 $449,000
Q4 2023

Jan 29, 2024
BUY
$46.72 - $51.48 $6,774 - $7,464
145 Added 1.72%
8,579 $439,000
Q3 2023

Oct 30, 2023
SELL
$48.03 - $50.28 $9,461 - $9,905
-197 Reduced 2.28%
8,434 $405,000
Q2 2023

Aug 02, 2023
BUY
$49.44 - $51.04 $426,716 - $440,526
8,631 New
8,631 $432,000
Q1 2021

May 17, 2021
SELL
$58.48 - $61.79 $43,860 - $46,342
-750 Closed
0 $0
Q4 2020

Jan 28, 2021
BUY
$60.4 - $62.05 $45,300 - $46,537
750 New
750 $46,000

Others Institutions Holding USIG

# of Institutions
452
Shares Held
204M
Call Options Held
8K
Put Options Held
0
View Full List

About ISHARES TR BROAD USD INBD ETFV

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