Perigon Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Perigon Wealth Management, LLC

  • $4.72 Billion
  • Q3 2025

A detailed history of Perigon Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 56,139 shares of IWM stock, worth $13.3 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
56,139
Previous 57,986 3.19%
Holding current value
$13.3 Million
Previous $12.5 Million 8.56%
% of portfolio
0.29%
Previous 0.3%

Shares

35 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
SELL
$214.92 - $244.84 $396,957 - $452,219
-1,847 Reduced 3.19%
56,139 $13.6 Million
Q2 2025

Jul 15, 2025
SELL
$174.82 - $215.79 $1.52 Million - $1.88 Million
-8,701 Reduced 13.05%
57,986 $12.5 Million
Q1 2025

Apr 23, 2025
BUY
$198.1 - $229.79 $335,185 - $388,804
1,692 Added 2.6%
66,687 $13.3 Million
Q4 2024

Jan 22, 2025
BUY
$216.13 - $242.4 $14 Million - $15.8 Million
64,995 New
64,995 $14.4 Million
Q2 2024

Aug 02, 2024
BUY
$192.84 - $209.44 $26,611 - $28,902
138 Added 0.23%
60,302 $12.2 Million
Q1 2024

Apr 29, 2024
BUY
$189.48 - $210.3 $346,937 - $385,059
1,831 Added 3.14%
60,164 $12.7 Million
Q4 2023

Jan 29, 2024
BUY
$162.21 - $204.82 $822,404 - $1.04 Million
5,070 Added 9.52%
58,333 $11.7 Million
Q3 2023

Oct 30, 2023
BUY
$174.36 - $198.71 $416,022 - $474,122
2,386 Added 4.69%
53,263 $9.41 Million
Q2 2023

Aug 02, 2023
SELL
$170.4 - $187.93 $230,721 - $254,457
-1,354 Reduced 2.59%
50,877 $9.53 Million
Q1 2023

May 03, 2023
BUY
$170.25 - $198.32 $293,170 - $341,507
1,722 Added 3.41%
52,231 $9.32 Million
Q4 2022

May 01, 2023
BUY
$166.81 - $188.05 $8.43 Million - $9.5 Million
50,509 New
50,509 $8.81 Million
Q3 2022

Dec 13, 2022
BUY
$164.17 - $201.07 $363,964 - $445,772
2,217 Added 7.24%
32,833 $5.42 Million
Q2 2022

Aug 11, 2022
SELL
$163.9 - $207.91 $611,838 - $776,128
-3,733 Reduced 10.87%
30,616 $5.19 Million
Q1 2022

May 16, 2022
SELL
$191.52 - $225.32 $7,469 - $8,787
-39 Reduced 0.11%
34,349 $7.05 Million
Q4 2021

Feb 11, 2022
BUY
$212.12 - $242.56 $1.16 Million - $1.32 Million
5,456 Added 18.86%
34,388 $7.65 Million
Q3 2021

Nov 01, 2021
BUY
$211.73 - $231.39 $4.71 Million - $5.14 Million
22,227 Added 331.5%
28,932 $6.33 Million
Q3 2021

Oct 25, 2021
SELL
$211.73 - $231.39 $6.11 Million - $6.68 Million
-28,855 Reduced 81.14%
6,705 $1.47 Million
Q2 2021

Jul 19, 2021
BUY
$211.85 - $232.89 $270,320 - $297,167
1,276 Added 3.72%
35,560 $8.16 Million
Q1 2021

May 17, 2021
BUY
$193.5 - $234.42 $168,538 - $204,179
871 Added 2.61%
34,284 $7.58 Million
Q4 2020

Jan 28, 2021
BUY
$152.18 - $199.14 $37,436 - $48,988
246 Added 0.74%
33,413 $6.55 Million
Q3 2020

Nov 03, 2020
SELL
$139.07 - $158.46 $179,956 - $205,047
-1,294 Reduced 3.75%
33,167 $4.97 Million
Q2 2020

Jul 29, 2020
SELL
$104.62 - $153.09 $104,933 - $153,549
-1,003 Reduced 2.83%
34,461 $4.93 Million
Q1 2020

Apr 17, 2020
BUY
$99.9 - $169.53 $547,252 - $928,685
5,478 Added 18.27%
35,464 $4.39 Million
Q4 2019

Jan 13, 2020
BUY
$146.46 - $166.68 $22,115 - $25,168
151 Added 0.51%
29,986 $4.96 Million
Q3 2019

Oct 25, 2019
SELL
$144.85 - $157.9 $126,164 - $137,530
-871 Reduced 2.84%
29,835 $4.52 Million
Q2 2019

Aug 05, 2019
BUY
$145.86 - $160.71 $91,600 - $100,925
628 Added 2.09%
30,706 $4.78 Million
Q1 2019

May 15, 2019
BUY
$132.25 - $158.24 $340,279 - $407,151
2,573 Added 9.35%
30,078 $4.71 Million
Q4 2018

Feb 11, 2019
BUY
$125.88 - $166.33 $472,175 - $623,903
3,751 Added 15.79%
27,505 $4.05 Million
Q3 2018

Nov 13, 2018
BUY
$164.2 - $173.02 $1.09 Million - $1.15 Million
6,668 Added 39.03%
23,754 $4.02 Million
Q2 2018

Aug 09, 2018
BUY
$148.13 - $169.97 $186,643 - $214,162
1,260 Added 7.96%
17,086 $2.8 Million
Q1 2018

May 15, 2018
BUY
$145.44 - $159.96 $189,362 - $208,267
1,302 Added 8.96%
15,826 $2.4 Million
Q4 2017

Feb 14, 2018
BUY
$145.63 - $154.3 $118,397 - $125,445
813 Added 5.93%
14,524 $2.21 Million
Q3 2017

Dec 05, 2017
BUY
$144.61 - $148.18 $62,182 - $63,717
430 Added 3.24%
13,711 $2.03 Million
Q2 2017

Sep 12, 2017
BUY
N/A
13,281 New
13,281 $1.87 Million
Q3 2011

Nov 14, 2022
BUY
N/A
2,217
32,833 $5.42 Million

Others Institutions Holding IWM

# of Institutions
3,022
Shares Held
284M
Call Options Held
197M
Put Options Held
484M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Perigon Wealth Management, LLC Portfolio

Follow Perigon Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Perigon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perigon Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email