Perigon Wealth Management, LLC Ishares Tr Transaction History

Perigon Wealth Management, LLC

$5.25 Billion
Q4 2025

A detailed history of Perigon Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 1,938 shares of IAK stock, worth $258,974. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,938

Previous 2,938 34.04%

Holding current value

$258,974

Previous $393,000 34.35%

% of portfolio

0.0%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 16, 2026	SELL	$125.37 - $135.96 $125,370 - $135,960	-1,000 Reduced 34.04%	1,938 $258,000
Q3 2025 Oct 17, 2025	SELL	$126.37 - $134.46 $762,895 - $811,735	-6,037 Reduced 67.26%	2,938 $393,000
Q2 2025 Jul 15, 2025	BUY	$122.44 - $138.47 $516,574 - $584,204	4,219 Added 88.71%	8,975 $1.21 Million
Q1 2025 Apr 23, 2025	SELL	$121.85 - $137.9 $15,474 - $17,513	-127 Reduced 2.6%	4,756 $655,000
Q4 2024 Jan 22, 2025	SELL	$123.78 - $138.16 $466,031 - $520,172	-3,765 Reduced 43.54%	4,883 $617,000

Q3 2024 Oct 16, 2024	BUY	$112.0 - $130.47 $306,768 - $357,357	2,739 Added 46.35%	8,648 $1.12 Million
Q2 2024 Aug 02, 2024	BUY	$109.54 - $117.86 $405,736 - $436,553	3,704 Added 167.98%	5,909 $667,000
Q4 2023 Jan 29, 2024	SELL	$89.71 - $100.92 $627 - $706	-7 Reduced 0.32%	2,205 $220,000
Q3 2023 Oct 30, 2023	BUY	$86.28 - $94.91 $190,851 - $209,940	2,212 New	2,212 $202,000
Q4 2022 May 01, 2023	BUY	$81.32 - $94.36 $181,912 - $211,083	2,237 New	2,237 $204,000

Others Institutions Holding IAK

# of Institutions

177

Shares Held

3.55M

Call Options Held

400

Put Options Held

400

View Full List

About ISHARES TR

Ticker IAK
Sector ETFs
Industry ETFs

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Perigon Wealth Management, LLC Ishares Tr Transaction History