A detailed history of Perigon Wealth Management, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 472,501 shares of IJH stock, worth $29.8 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
472,501
Previous 470,139 0.5%
Holding current value
$29.8 Million
Previous $27.5 Million 7.03%
% of portfolio
0.8%
Previous 0.81%

Shares

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

Oct 16, 2024

BUY
$57.32 - $62.65 $135,389 - $147,979
2,362 Added 0.5%
472,501 $29.4 Million
Q2 2024

Aug 02, 2024

BUY
$56.43 - $60.79 $42,830 - $46,139
759 Added 0.16%
470,139 $27.5 Million
Q1 2024

Apr 29, 2024

BUY
$56.98 - $284.98 $21.6 Million - $108 Million
379,145 Added 420.18%
469,380 $28.5 Million
Q4 2023

Jan 29, 2024

SELL
$232.04 - $279.85 $1.33 Million - $1.61 Million
-5,740 Reduced 5.98%
90,235 $25 Million
Q3 2023

Oct 30, 2023

BUY
$246.15 - $272.4 $3.38 Million - $3.74 Million
13,717 Added 16.68%
95,975 $23.9 Million
Q2 2023

Aug 02, 2023

BUY
$240.22 - $261.48 $4.69 Million - $5.1 Million
19,505 Added 31.08%
82,258 $21.5 Million
Q1 2023

May 03, 2023

SELL
$237.25 - $271.72 $122,421 - $140,207
-516 Reduced 0.82%
62,753 $15.7 Million
Q4 2022

May 01, 2023

BUY
$44.74 - $257.0 $2.83 Million - $16.3 Million
63,269 New
63,269 $15.3 Million
Q3 2022

Dec 13, 2022

SELL
$43.85 - $263.28 $41,394 - $248,536
-944 Reduced 7.77%
11,207 $2.46 Million
Q2 2022

Aug 11, 2022

BUY
$219.07 - $270.08 $76,455 - $94,257
349 Added 2.96%
12,151 $2.75 Million
Q1 2022

May 16, 2022

BUY
$251.21 - $285.37 $47,729 - $54,220
190 Added 1.64%
11,802 $3.17 Million
Q4 2021

Feb 11, 2022

BUY
$265.81 - $290.54 $915,715 - $1 Million
3,445 Added 42.18%
11,612 $3.29 Million
Q3 2021

Nov 01, 2021

BUY
$256.44 - $277.04 $2.09 Million - $2.26 Million
8,167 New
8,167 $2.15 Million
Q3 2021

Oct 25, 2021

SELL
$256.44 - $277.04 $2.15 Million - $2.33 Million
-8,401 Closed
0 $0
Q2 2021

Jul 19, 2021

SELL
$260.21 - $276.38 $125,421 - $133,215
-482 Reduced 5.43%
8,401 $2.26 Million
Q1 2021

May 17, 2021

SELL
$226.3 - $267.93 $45,260 - $53,586
-200 Reduced 2.2%
8,883 $2.31 Million
Q4 2020

Jan 28, 2021

SELL
$187.77 - $230.69 $38,117 - $46,830
-203 Reduced 2.19%
9,083 $2.09 Million
Q3 2020

Nov 03, 2020

SELL
$174.43 - $196.49 $328,451 - $369,990
-1,883 Reduced 16.86%
9,286 $1.72 Million
Q2 2020

Jul 29, 2020

SELL
$133.18 - $194.42 $27,701 - $40,439
-208 Reduced 1.83%
11,169 $1.99 Million
Q1 2020

Apr 17, 2020

BUY
$121.75 - $210.58 $1.39 Million - $2.4 Million
11,377 New
11,377 $1.8 Million
Q3 2019

Oct 25, 2019

SELL
$183.17 - $198.52 $239,952 - $260,061
-1,310 Closed
0 $0
Q2 2019

Aug 05, 2019

BUY
$181.14 - $198.0 $5,615 - $6,138
31 Added 2.42%
1,310 $254,000
Q4 2018

Feb 11, 2019

SELL
$156.48 - $199.76 $265,703 - $339,192
-1,698 Reduced 57.04%
1,279 $232,000
Q1 2018

May 15, 2018

BUY
$179.89 - $199.21 $369,494 - $409,177
2,054 Added 222.54%
2,977 $558,000
Q4 2017

Feb 14, 2018

SELL
$180.58 - $190.73 $3,250 - $3,433
-18 Reduced 1.91%
923 $175,000
Q3 2017

Dec 05, 2017

SELL
$176.74 - $178.9 $1,590 - $1,610
-9 Reduced 0.95%
941 $168,000
Q2 2017

Sep 12, 2017

BUY
N/A
950 New
950 $165,000
Q3 2011

Nov 14, 2022

SELL
N/A
-944
11,207 $2.46 Million

Others Institutions Holding IJH

About ISHARES CORE S&P MID-CAP ETF


  • Ticker IJH
  • Sector ETFs
  • Industry ETFs
More about IJH
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