Perigon Wealth Management, LLC Ishares Tr Transaction History

Perigon Wealth Management, LLC

  • $4.72 Billion
  • Q3 2025

A detailed history of Perigon Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 9,243 shares of IDV stock, worth $353,267. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,243
Previous 12,975 28.76%
Holding current value
$353,267
Previous $447,000 24.61%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
SELL
$34.54 - $37.28 $128,903 - $139,128
-3,732 Reduced 28.76%
9,243 $337,000
Q2 2025

Jul 15, 2025
BUY
$27.79 - $34.84 $64,500 - $80,863
2,321 Added 21.79%
12,975 $447,000
Q1 2025

Apr 23, 2025
SELL
$27.0 - $31.7 $3,726 - $4,374
-138 Reduced 1.28%
10,654 $330,000
Q4 2024

Jan 22, 2025
SELL
$27.03 - $29.92 $26,489 - $29,321
-980 Reduced 8.32%
10,792 $295,000
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
583
Shares Held
91.5M
Call Options Held
13.5K
Put Options Held
138K
View Full List

About ISHARES TR

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