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 8,857 shares of USIG stock, worth $445,861. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,857
Previous 8,579 3.24%
Holding current value
$445,861
Previous $439,000 2.28%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR BROAD USD INBD ETFV


  • Ticker USIG
  • Sector ETFs
  • Industry ETFs
More about USIG
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