Perigon Wealth Management, LLC Ishares Tr Transaction History

Perigon Wealth Management, LLC

$4.72 Billion
Q3 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 9,627 shares of IYH stock, worth $577,812. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,627

Previous 60,423 84.07%

Holding current value

$577,812

Previous $3.41 Million 83.44%

% of portfolio

0.01%

Previous 0.08%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	SELL	$54.36 - $58.96 $2.76 Million - $2.99 Million	-50,796 Reduced 84.07%	9,627 $565,000
Q2 2025 Jul 15, 2025	SELL	$53.97 - $60.17 $191,053 - $213,001	-3,540 Reduced 5.53%	60,423 $3.41 Million
Q1 2025 Apr 23, 2025	BUY	$58.32 - $62.76 $729,874 - $785,441	12,515 Added 24.33%	63,963 $3.89 Million
Q4 2024 Jan 22, 2025	SELL	$57.53 - $65.24 $391,721 - $444,219	-6,809 Reduced 11.69%	51,448 $3 Million
Q3 2024 Oct 16, 2024	BUY	$60.29 - $66.38 $28,396 - $31,264	471 Added 0.82%	58,257 $3.79 Million
Q2 2024 Aug 02, 2024	BUY	$58.05 - $61.75 $984,121 - $1.05 Million	16,953 Added 41.52%	57,786 $3.54 Million
Q1 2024 Apr 29, 2024	BUY	$60.83 - $309.78 $1.98 Million - $10.1 Million	32,631 Added 397.84%	40,833 $2.53 Million
Q4 2023 Jan 29, 2024	SELL	$257.23 - $286.28 $2.25 Million - $2.5 Million	-8,747 Reduced 51.61%	8,202 $2.35 Million
Q3 2023 Oct 30, 2023	BUY	$270.07 - $286.44 $338,667 - $359,195	1,254 Added 7.99%	16,949 $4.58 Million
Q2 2023 Aug 02, 2023	BUY	$267.13 - $285.74 $1.5 Million - $1.61 Million	5,626 Added 55.87%	15,695 $4.4 Million
Q1 2023 May 03, 2023	BUY	$260.66 - $283.72 $266,915 - $290,529	1,024 Added 11.32%	10,069 $2.75 Million
Q4 2022 May 01, 2023	BUY	$50.9 - $291.18 $460,390 - $2.63 Million	9,045 New	9,045 $2.57 Million
Q3 2022 Dec 13, 2022	BUY	$50.54 - $281.89 $98,755 - $550,813	1,954 Added 198.17%	2,940 $744,000
Q3 2021 Nov 01, 2021	BUY	$275.57 - $296.34 $271,712 - $292,191	986 New	986 $272,000
Q3 2021 Oct 25, 2021	SELL	$275.57 - $296.34 $271,712 - $292,191	-986 Closed	0 $0
Q2 2021 Jul 19, 2021	BUY	$251.53 - $273.61 $248,008 - $269,779	986 New	986 $269,000
Q1 2021 May 17, 2021	SELL	$239.92 - $258.36 $52,782 - $56,839	-220 Closed	0 $0
Q4 2020 Jan 28, 2021	BUY	$219.61 - $245.91 $48,314 - $54,100	220 New	220 $54,000
Q3 2011 Nov 14, 2022	BUY	N/A	1,954	2,940 $744,000

Others Institutions Holding IYH

# of Institutions

549

Shares Held

24.5M

Call Options Held

4.9K

Put Options Held

200

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About ISHARES TR

Ticker IYH
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Perigon Wealth Management, LLC Ishares Tr Transaction History