Perigon Wealth Management, LLC Ishares Tr Transaction History

Perigon Wealth Management, LLC

  • $3.67 Billion
  • Q3 2024

A detailed history of Perigon Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 6,757 shares of GVI stock, worth $702,322. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,757
Previous 10,618 36.36%
Holding current value
$702,322
Previous $1.1 Million 34.33%
% of portfolio
0.02%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
SELL
$103.17 - $107.43 $398,339 - $414,787
-3,861 Reduced 36.36%
6,757 $723,000
Q2 2024

Aug 02, 2024
BUY
$102.13 - $104.03 $820,103 - $835,360
8,030 Added 310.28%
10,618 $1.1 Million
Q1 2024

Apr 29, 2024
BUY
$103.31 - $105.01 $267,366 - $271,765
2,588 New
2,588 $269,000
Q1 2021

May 17, 2021
SELL
$114.79 - $117.59 $170,003 - $174,150
-1,481 Closed
0 $0
Q4 2020

Jan 28, 2021
BUY
$116.99 - $117.71 $173,262 - $174,328
1,481 New
1,481 $174,000

Others Institutions Holding GVI

# of Institutions
289
Shares Held
28.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

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