Perigon Wealth Management, LLC Ishares Dj Us Tech ETF Transaction History

Perigon Wealth Management, LLC

  • $4.72 Billion
  • Q3 2025

A detailed history of Perigon Wealth Management, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 116,422 shares of IYW stock, worth $23.2 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
116,422
Previous 114,246 1.9%
Holding current value
$23.2 Million
Previous $19.8 Million 15.19%
% of portfolio
0.48%
Previous 0.47%

Shares

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

Oct 17, 2025
BUY
$171.38 - $197.01 $372,922 - $428,693
2,176 Added 1.9%
116,422 $22.8 Million
Q2 2025

Jul 15, 2025
BUY
$122.57 - $173.27 $88,985 - $125,794
726 Added 0.64%
114,246 $19.8 Million
Q1 2025

Apr 23, 2025
SELL
$140.44 - $166.79 $1.81 Million - $2.15 Million
-12,884 Reduced 10.19%
113,520 $15.9 Million
Q4 2024

Jan 22, 2025
SELL
$148.14 - $166.23 $205,173 - $230,228
-1,385 Reduced 1.08%
126,404 $20.2 Million
Q3 2024

Oct 16, 2024
SELL
$133.16 - $158.73 $509,203 - $606,983
-3,824 Reduced 2.91%
127,789 $19.4 Million
Q2 2024

Aug 02, 2024
BUY
$124.75 - $153.46 $586,200 - $721,108
4,699 Added 3.7%
131,613 $19.8 Million
Q1 2024

Apr 29, 2024
BUY
$117.5 - $136.59 $4.5 Million - $5.24 Million
38,340 Added 43.29%
126,914 $17.1 Million
Q4 2023

Jan 29, 2024
BUY
$101.31 - $123.31 $75,982 - $92,482
750 Added 0.85%
88,574 $10.9 Million
Q3 2023

Oct 30, 2023
BUY
$103.39 - $113.67 $117,864 - $129,583
1,140 Added 1.32%
87,824 $9.21 Million
Q2 2023

Aug 02, 2023
BUY
$88.68 - $109.37 $1.21 Million - $1.49 Million
13,601 Added 18.61%
86,684 $9.44 Million
Q1 2023

May 03, 2023
SELL
$72.54 - $92.81 $346,886 - $443,817
-4,782 Reduced 6.14%
73,083 $6.78 Million
Q4 2022

May 01, 2023
BUY
$71.52 - $81.72 $5.57 Million - $6.36 Million
77,865 New
77,865 $5.8 Million
Q1 2022

May 16, 2022
SELL
$90.78 - $115.41 $171,937 - $218,586
-1,894 Closed
0 $0
Q4 2021

Feb 11, 2022
BUY
$100.11 - $117.09 $189,608 - $221,768
1,894 New
1,894 $217,000
Q1 2021

May 17, 2021
SELL
$82.45 - $93.1 $142,143 - $160,504
-1,724 Closed
0 $0
Q4 2020

Jan 28, 2021
BUY
$73.15 - $85.83 $126,110 - $147,970
1,724 New
1,724 $147,000
Q2 2018

Aug 07, 2018
SELL
$40.98 - $46.73 $17,662 - $20,140
-431 Closed
0 $0
Q2 2017

Sep 12, 2017
BUY
N/A
431
431 $60,000

Others Institutions Holding IYW

# of Institutions
1,364
Shares Held
67.3M
Call Options Held
103K
Put Options Held
183K
View Full List

About ISHARES DJ US TECH ETF

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