Perigon Wealth Management, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Perigon Wealth Management, LLC

$3.67 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 May 01, 2023	BUY	$21.4 - $22.41 $259,453 - $271,698	12,124 New	12,124 $266,000

Others Institutions Holding IBTI

# of Institutions

147

Shares Held

23.2M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

1.64M
Shares

$35.7 Million
0.01% of portfolio
New Edge Advisors, LLC New Orleans, LA

1.03M
Shares

$22.5 Million
0.15% of portfolio
Stifel Financial Corp St. Louis, MO

1.02M
Shares

$22.4 Million
0.02% of portfolio
Atwood & Palmer Inc

1.01M
Shares

$22 Million
1.57% of portfolio
Inter Ocean Capital Group, LLC Nashville, TN

1.01M
Shares

$22 Million
0.55% of portfolio

About ISHARES TR IBONDS DEC 2028 TER

Ticker IBTI
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