Perigon Wealth Management, LLC Ishares Tr Ishares Morningstar Transaction History

Perigon Wealth Management, LLC

  • $4.18 Billion
  • Q2 2025

A detailed history of Perigon Wealth Management, LLC transactions in Ishares Tr Ishares Morningstar stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 59,259 shares of IYLD stock, worth $1.23 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
59,259
Previous 56,181 5.48%
Holding current value
$1.23 Million
Previous $1.13 Million 9.04%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jul 15, 2025
BUY
$19.19 - $20.76 $59,066 - $63,899
3,078 Added 5.48%
59,259 $1.23 Million
Q1 2025

Apr 23, 2025
BUY
$19.42 - $20.31 $34,703 - $36,293
1,787 Added 3.29%
56,181 $1.13 Million
Q4 2024

Jan 22, 2025
SELL
$19.48 - $20.66 $19,518 - $20,701
-1,002 Reduced 1.81%
54,394 $1.06 Million
Q3 2024

Oct 16, 2024
BUY
$19.72 - $20.73 $32,952 - $34,639
1,671 Added 3.11%
55,396 $1.14 Million
Q2 2024

Aug 02, 2024
BUY
$19.35 - $20.16 $1.04 Million - $1.08 Million
53,725 New
53,725 $1.07 Million

Others Institutions Holding IYLD

# of Institutions
54
Shares Held
1.43M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ISHARES MORNINGSTAR

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