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 4,897 shares of IFRA stock, worth $254,986. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,897

Previous 5,194 5.72%

Holding current value

$254,986

Previous $255,000 1.18%

% of portfolio

0.01%

Previous 0.01%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	SELL	$49.77 - $52.82 $14,781 - $15,687	-297 Reduced 5.72%	4,897 $258,000
Q2 2025 Jul 15, 2025	BUY	$40.97 - $49.19 $22,738 - $27,300	555 Added 11.96%	5,194 $255,000
Q1 2025 Apr 23, 2025	SELL	$44.8 - $49.25 $1.79 Million - $1.97 Million	-39,996 Reduced 89.61%	4,639 $209,000
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

398

Shares Held

31.6M

Call Options Held

Put Options Held

View Full List

About ISHARES TR

Ticker IFRA
Sector ETFs
Industry ETFs

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Perigon Wealth Management, LLC Ishares Tr Transaction History