Perigon Wealth Management, LLC Ishares Tr Transaction History

Perigon Wealth Management, LLC

  • $3.97 Billion
  • Q4 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 44,635 shares of IFRA stock, worth $2 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
44,635
Previous 31,047 43.77%
Holding current value
$2 Million
Previous $1.46 Million 41.7%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Jan 22, 2025
BUY
$45.94 - $51.71 $624,232 - $702,635
13,588 Added 43.77%
44,635 $2.07 Million
Q3 2024

Oct 16, 2024
BUY
$41.55 - $46.97 $236,502 - $267,353
5,692 Added 22.45%
31,047 $1.46 Million
Q2 2024

Aug 02, 2024
BUY
$41.22 - $44.87 $74,237 - $80,810
1,801 Added 7.65%
25,355 $1.07 Million
Q1 2024

Apr 29, 2024
BUY
$38.14 - $43.36 $161,103 - $183,152
4,224 Added 21.85%
23,554 $1.02 Million
Q4 2023

Jan 29, 2024
BUY
$34.58 - $40.63 $75,211 - $88,370
2,175 Added 12.68%
19,330 $778,000
Q3 2023

Oct 30, 2023
SELL
$36.59 - $40.45 $54,738 - $60,513
-1,496 Reduced 8.02%
17,155 $627,000
Q2 2023

Aug 02, 2023
BUY
$35.99 - $39.08 $37,861 - $41,112
1,052 Added 5.98%
18,651 $728,000
Q1 2023

May 03, 2023
BUY
$35.21 - $39.8 $4,542 - $5,134
129 Added 0.74%
17,599 $656,000
Q4 2022

May 01, 2023
BUY
$32.43 - $38.16 $566,552 - $666,655
17,470 New
17,470 $633,000
Q3 2022

Dec 13, 2022
SELL
$32.24 - $39.24 $314,243 - $382,472
-9,747 Reduced 51.86%
9,048 $292,000
Q2 2022

Aug 11, 2022
SELL
$32.87 - $39.92 $643,364 - $781,354
-19,573 Reduced 51.01%
18,795 $640,000
Q1 2022

May 16, 2022
BUY
$35.39 - $39.47 $1.36 Million - $1.51 Million
38,368 New
38,368 $1.49 Million
Q3 2011

Nov 14, 2022
SELL
N/A
-9,747
9,048 $292,000

Others Institutions Holding IFRA

# of Institutions
485
Shares Held
52.4M
Call Options Held
1K
Put Options Held
100
View Full List

About ISHARES TR

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