Perigon Wealth Management, LLC Ishares Core S&P U.S Growth Et Transaction History
Perigon Wealth Management, LLC
- $4.72 Billion
- Q3 2025
A detailed history of Perigon Wealth Management, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 50,455 shares of IUSG stock, worth $8.33 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
50,455
Previous 50,698
0.48%
Holding current value
$8.33 Million
Previous $7.62 Million
8.88%
% of portfolio
0.18%
Previous 0.18%
Shares
12 transactions
Others Institutions Holding IUSG
# of Institutions
904Shares Held
121MCall Options Held
3.8KPut Options Held
3.6K-
Bank Of America Corp Charlotte, NC41.7MShares$6.87 Billion0.48% of portfolio
-
Lpl Financial LLC Fort Mill, SC14MShares$2.32 Billion0.72% of portfolio
-
Morgan Stanley New York, NY14MShares$2.31 Billion0.15% of portfolio
-
Jones Financial Companies Lllp5.23MShares$863 Million0.59% of portfolio
-
Envestnet Asset Management Inc2.25MShares$371 Million0.11% of portfolio