Perigon Wealth Management, LLC Ishares Morningstar Small Cap Transaction History

Perigon Wealth Management, LLC

  • $4.18 Billion
  • Q2 2025

A detailed history of Perigon Wealth Management, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 4,355 shares of ISCV stock, worth $280,200. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,355
Previous 4,051 7.5%
Holding current value
$280,200
Previous $240,000 11.25%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 15, 2025
BUY
$51.37 - $61.54 $15,616 - $18,708
304 Added 7.5%
4,355 $267,000
Q1 2025

Apr 23, 2025
BUY
$58.11 - $66.0 $235,403 - $267,366
4,051 New
4,051 $240,000

Others Institutions Holding ISCV

# of Institutions
125
Shares Held
3.61M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR SMALL CAP

ISCV Quotes by TradingView
  • Ticker ISCV
  • Sector ETFs
  • Industry ETFs
More about ISCV
Track This Portfolio

Track Perigon Wealth Management, LLC Portfolio

Follow Perigon Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Perigon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perigon Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email