Perigon Wealth Management, LLC Ishares Russell Mid Cap ETF Transaction History
Perigon Wealth Management, LLC
- $3.97 Billion
- Q4 2024
A detailed history of Perigon Wealth Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 94,876 shares of IWR stock, worth $8.67 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
94,876
Previous 34,937
171.56%
Holding current value
$8.67 Million
Previous $3.08 Million
172.39%
% of portfolio
0.21%
Previous 0.08%
Shares
25 transactions
Others Institutions Holding IWR
# of Institutions
1,493Shares Held
361MCall Options Held
126KPut Options Held
26.6K-
Jones Financial Companies Lllp62.2MShares$5.69 Billion5.25% of portfolio
-
Bank Of America Corp Charlotte, NC59.3MShares$5.42 Billion0.44% of portfolio
-
Wells Fargo & Company San Francisco, CA33.3MShares$3.04 Billion0.68% of portfolio
-
Us Bancorp \De\18.9MShares$1.73 Billion2.21% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA13.4MShares$1.23 Billion0.8% of portfolio