Perigon Wealth Management, LLC Ishares Tr Russell 1000 ETF Transaction History

Perigon Wealth Management, LLC

  • $5.25 Billion
  • Q4 2025

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 58,962 shares of IWB stock, worth $21.7 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
58,962
Previous 57,211 3.06%
Holding current value
$21.7 Million
Previous $20.9 Million 3.74%
% of portfolio
0.41%
Previous 0.44%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026
BUY
$358.39 - $376.54 $627,540 - $659,321
1,751 Added 3.06%
58,962 $21.7 Million
Q3 2025

Oct 17, 2025
SELL
$339.37 - $366.46 $1 Million - $1.08 Million
-2,957 Reduced 4.91%
57,211 $20.9 Million
Q2 2025

Jul 15, 2025
BUY
$272.36 - $339.57 $1.26 Million - $1.57 Million
4,625 Added 8.33%
60,168 $20.4 Million
Q1 2025

Apr 23, 2025
BUY
$302.31 - $337.54 $1.42 Million - $1.59 Million
4,699 Added 9.24%
55,543 $17 Million
Q4 2024

Jan 22, 2025
SELL
$311.11 - $335.64 $1.31 Million - $1.41 Million
-4,203 Reduced 7.64%
50,844 $16.4 Million
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

# of Institutions
1,631
Shares Held
98.5M
Call Options Held
65.9K
Put Options Held
60.7K
View Full List

About ISHARES TR RUSSELL 1000 ETF

IWB Quotes by TradingView
  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
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