Perigon Wealth Management, LLC Ishares Barclays Transaction History

Perigon Wealth Management, LLC

  • $3.97 Billion
  • Q4 2024

A detailed history of Perigon Wealth Management, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 64,722 shares of IEF stock, worth $6.17 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
64,722
Previous 91,711 29.43%
Holding current value
$6.17 Million
Previous $9 Million 33.51%
% of portfolio
0.15%
Previous 0.25%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$92.08 - $98.18 $2.49 Million - $2.65 Million
-26,989 Reduced 29.43%
64,722 $5.98 Million
Q3 2024

Oct 16, 2024
SELL
$92.67 - $99.14 $3.37 Million - $3.61 Million
-36,397 Reduced 28.41%
91,711 $9 Million
Q2 2024

Aug 02, 2024
BUY
$91.24 - $94.6 $10,675 - $11,068
117 Added 0.09%
128,108 $12 Million
Q1 2024

Apr 29, 2024
BUY
$93.54 - $96.82 $5.08 Million - $5.26 Million
54,306 Added 73.7%
127,991 $12.1 Million
Q4 2023

Jan 29, 2024
BUY
$88.95 - $97.0 $5.03 Million - $5.48 Million
56,545 Added 329.9%
73,685 $7.1 Million
Q3 2023

Oct 30, 2023
BUY
$91.32 - $97.13 $327,016 - $347,822
3,581 Added 26.41%
17,140 $1.57 Million
Q2 2023

Aug 02, 2023
BUY
$96.39 - $100.48 $485,323 - $505,916
5,035 Added 59.07%
13,559 $1.31 Million
Q1 2023

May 03, 2023
BUY
$94.41 - $100.02 $258,683 - $274,054
2,740 Added 47.37%
8,524 $844,000
Q4 2022

May 01, 2023
BUY
$92.93 - $99.14 $537,507 - $573,425
5,784 New
5,784 $553,000
Q3 2022

Dec 13, 2022
SELL
$94.56 - $105.6 $26,287 - $29,356
-278 Reduced 4.03%
6,616 $635,000
Q2 2022

Aug 11, 2022
BUY
$98.15 - $106.65 $109,928 - $119,448
1,120 Added 19.4%
6,894 $705,000
Q1 2022

May 16, 2022
SELL
$106.08 - $113.93 $28,111 - $30,191
-265 Reduced 4.39%
5,774 $621,000
Q4 2021

Feb 11, 2022
SELL
$113.55 - $116.36 $11,127 - $11,403
-98 Reduced 1.6%
6,039 $695,000
Q3 2021

Nov 01, 2021
BUY
$114.96 - $118.18 $705,509 - $725,270
6,137 New
6,137 $707,000
Q3 2021

Oct 25, 2021
SELL
$114.96 - $118.18 $620,324 - $637,699
-5,396 Closed
0 $0
Q2 2021

Jul 19, 2021
SELL
$113.04 - $115.78 $108,857 - $111,496
-963 Reduced 15.14%
5,396 $623,000
Q1 2021

May 17, 2021
SELL
$112.93 - $119.98 $61,208 - $65,029
-542 Reduced 7.85%
6,359 $718,000
Q4 2020

Jan 28, 2021
BUY
$119.27 - $121.81 $36,496 - $37,273
306 Added 4.64%
6,901 $828,000
Q3 2020

Nov 03, 2020
BUY
$121.18 - $123.06 $144,446 - $146,687
1,192 Added 22.06%
6,595 $803,000
Q2 2020

Jul 29, 2020
SELL
$119.77 - $122.41 $383,623 - $392,079
-3,203 Reduced 37.22%
5,403 $658,000
Q1 2020

Apr 17, 2020
SELL
$110.73 - $121.48 $242,277 - $265,798
-2,188 Reduced 20.27%
8,606 $1.04 Million
Q4 2019

Jan 13, 2020
BUY
$110.18 - $113.81 $113,375 - $117,110
1,029 Added 10.54%
10,794 $1.2 Million
Q3 2019

Oct 25, 2019
BUY
$108.93 - $114.25 $42,264 - $44,329
388 Added 4.14%
9,765 $1.09 Million
Q2 2019

Aug 05, 2019
SELL
$105.05 - $110.09 $258,212 - $270,601
-2,458 Reduced 20.77%
9,377 $1.03 Million
Q1 2019

May 15, 2019
BUY
$103.43 - $106.84 $98,258 - $101,498
950 Added 8.73%
11,835 $1.25 Million
Q4 2018

Feb 11, 2019
SELL
$99.72 - $104.2 $492,018 - $514,122
-4,934 Reduced 31.19%
10,885 $1.12 Million
Q3 2018

Nov 13, 2018
BUY
$100.79 - $102.89 $495,382 - $505,704
4,915 Added 45.08%
15,819 $1.6 Million
Q2 2018

Aug 09, 2018
BUY
$100.36 - $103.12 $847,941 - $871,260
8,449 Added 344.15%
10,904 $1.12 Million
Q1 2018

May 15, 2018
BUY
$101.6 - $105.33 $132,791 - $137,666
1,307 Added 113.85%
2,455 $253,000
Q4 2017

Feb 14, 2018
SELL
$105.0 - $106.86 $221,235 - $225,154
-2,107 Reduced 64.73%
1,148 $121,000
Q3 2017

Dec 05, 2017
SELL
$106.52 - $107.22 $1.01 Million - $1.02 Million
-9,527 Reduced 74.53%
3,255 $347,000
Q2 2017

Sep 12, 2017
BUY
N/A
12,782 New
12,782 $1.36 Million
Q3 2011

Nov 14, 2022
SELL
N/A
-278
6,616 $635,000

Others Institutions Holding IEF

# of Institutions
1,095
Shares Held
294M
Call Options Held
14.3M
Put Options Held
8.92M
View Full List

About ISHARES BARCLAYS

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