Perigon Wealth Management, LLC Ishares Tr Ishares Core Msci P Transaction History
Perigon Wealth Management, LLC
- $4.72 Billion
- Q3 2025
A detailed history of Perigon Wealth Management, LLC transactions in Ishares Tr Ishares Core Msci P stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 69,878 shares of IPAC stock, worth $5.23 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
69,878
Previous 28,158
148.16%
Holding current value
$5.23 Million
Previous $1.93 Million
165.31%
% of portfolio
0.11%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding IPAC
# of Institutions
182Shares Held
19.1MCall Options Held
0Put Options Held
0-
Ronald Blue Trust, Inc. Brentwood, TN6.82MShares$511 Million5.75% of portfolio
-
Jpmorgan Chase & CO New York, NY2.02MShares$151 Million0.01% of portfolio
-
Assetmark, Inc962KShares$72 Million0.15% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA943KShares$70.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY912KShares$68.3 Million0.0% of portfolio