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 11,772 shares of IDV stock, worth $322,670. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,772
Previous 11,907 1.13%
Holding current value
$322,670
Previous $329,000 7.9%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 16, 2024
SELL
$27.62 - $30.64 $3,728 - $4,136
-135 Reduced 1.13%
11,772 $355,000
Q1 2024

Apr 29, 2024
BUY
$26.95 - $28.13 $320,893 - $334,943
11,907 New
11,907 $333,000

Others Institutions Holding IDV

# of Institutions
480
Shares Held
76.4M
Call Options Held
92.6K
Put Options Held
28.2K
View Full List

About ISHARES TR

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