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 8,648 shares of IAK stock, worth $1.1 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,648
Previous 5,909 46.35%
Holding current value
$1.1 Million
Previous $667,000 67.32%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Oct 16, 2024
BUY
$112.0 - $130.47 $306,768 - $357,357
2,739 Added 46.35%
8,648 $1.12 Million
Q2 2024

Aug 02, 2024
BUY
$109.54 - $117.86 $405,736 - $436,553
3,704 Added 167.98%
5,909 $667,000
Q4 2023

Jan 29, 2024
SELL
$89.71 - $100.92 $627 - $706
-7 Reduced 0.32%
2,205 $220,000
Q3 2023

Oct 30, 2023
BUY
$86.28 - $94.91 $190,851 - $209,940
2,212 New
2,212 $202,000
Q4 2022

May 01, 2023
BUY
$81.32 - $94.36 $181,912 - $211,083
2,237 New
2,237 $204,000

Others Institutions Holding IAK

# of Institutions
155
Shares Held
3.74M
Call Options Held
200
Put Options Held
0
View Full List

About ISHARES TR

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