A detailed history of Perigon Wealth Management, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 55,047 shares of IWB stock, worth $17.9 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
55,047
Previous 55,120 0.13%
Holding current value
$17.9 Million
Previous $16.4 Million 5.52%
% of portfolio
0.47%
Previous 0.48%

Shares

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

Oct 16, 2024

SELL
$283.28 - $314.39 $20,679 - $22,950
-73 Reduced 0.13%
55,047 $17.3 Million
Q2 2024

Aug 02, 2024

BUY
$272.21 - $298.72 $154,343 - $169,374
567 Added 1.04%
55,120 $16.4 Million
Q1 2024

Apr 29, 2024

SELL
$257.46 - $288.1 $3,861 - $4,321
-15 Reduced 0.03%
54,553 $15.7 Million
Q4 2023

Jan 29, 2024

BUY
$225.16 - $263.17 $528,900 - $618,186
2,349 Added 4.5%
54,568 $14.3 Million
Q3 2023

Oct 30, 2023

BUY
$234.05 - $252.17 $55,937 - $60,268
239 Added 0.46%
52,219 $12.3 Million
Q2 2023

Aug 02, 2023

BUY
$221.85 - $243.74 $5.76 Million - $6.33 Million
25,958 Added 99.75%
51,980 $12.7 Million
Q1 2023

May 03, 2023

BUY
$208.78 - $230.55 $89,775 - $99,136
430 Added 1.68%
26,022 $5.86 Million
Q4 2022

May 01, 2023

BUY
$196.94 - $224.49 $5.04 Million - $5.75 Million
25,592 New
25,592 $5.39 Million
Q3 2022

Dec 13, 2022

SELL
$197.33 - $237.63 $4,143 - $4,990
-21 Reduced 0.44%
4,764 $940,000
Q2 2022

Aug 11, 2022

SELL
$201.03 - $253.2 $104,937 - $132,170
-522 Reduced 9.84%
4,785 $994,000
Q1 2022

May 16, 2022

BUY
$230.48 - $266.11 $9,449 - $10,910
41 Added 0.78%
5,307 $1.33 Million
Q4 2021

Feb 11, 2022

SELL
$241.33 - $266.02 $8,687 - $9,576
-36 Reduced 0.68%
5,266 $1.39 Million
Q3 2021

Nov 01, 2021

BUY
$239.32 - $255.42 $1.27 Million - $1.35 Million
5,302 New
5,302 $1.28 Million
Q3 2021

Oct 25, 2021

SELL
$239.32 - $255.42 $1.27 Million - $1.35 Million
-5,302 Closed
0 $0
Q2 2021

Jul 19, 2021

SELL
$226.48 - $242.11 $664,492 - $710,350
-2,934 Reduced 35.62%
5,302 $1.28 Million
Q1 2021

May 17, 2021

SELL
$208.89 - $225.24 $16,502 - $17,793
-79 Reduced 0.95%
8,236 $1.84 Million
Q4 2020

Jan 28, 2021

BUY
$182.85 - $211.84 $153,959 - $178,369
842 Added 11.27%
8,315 $1.76 Million
Q3 2020

Nov 03, 2020

SELL
$172.79 - $199.44 $94,688 - $109,293
-548 Reduced 6.83%
7,473 $1.4 Million
Q2 2020

Jul 29, 2020

BUY
$135.3 - $179.75 $22,324 - $29,658
165 Added 2.1%
8,021 $1.38 Million
Q1 2020

Apr 17, 2020

BUY
$122.99 - $188.06 $57,067 - $87,259
464 Added 6.28%
7,856 $1.2 Million
Q4 2019

Jan 13, 2020

BUY
$159.7 - $178.97 $5,429 - $6,084
34 Added 0.46%
7,392 $1.33 Million
Q3 2019

Oct 25, 2019

SELL
$163.68 - $167.08 $60,888 - $62,153
-372 Reduced 4.81%
7,358 $1.22 Million
Q2 2019

Aug 05, 2019

SELL
N/A
-850 Reduced 9.91%
7,730 $1.26 Million
Q4 2018

Feb 11, 2019

BUY
N/A
8,580 New
8,580 $1.27 Million
Q2 2018

Aug 07, 2018

SELL
N/A
-200 Closed
0 $0
Q2 2017

Sep 12, 2017

BUY
N/A
200 New
200 $27,000
Q3 2011

Nov 14, 2022

SELL
N/A
-21
4,764 $940,000

Others Institutions Holding IWB

About ISHARES TR RUSSELL 1000 ETF


  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
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