Perigon Wealth Management, LLC
Position in IAK — iShares U.S. Insurance ETF
CIK 1575239
SAN FRANCISCO, CA
All Filings in IAK
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-06-30 IAK | $1,206,778 | 8,975 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 IAK | $655,424 | 4,756 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 IAK | $617,553 | 4,883 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 IAK | $1,116,024 | 8,648 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 IAK | $667,244 | 5,909 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 IAK | $258,844 | 2,205 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 IAK | $220,764 | 2,205 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 IAK | $202,729 | 2,212 | Shares | Sole | 2023-10-30 | |
| 2022-12-31 IAK | $204,461 | 2,237 | Shares | Sole | 2023-05-01 | |
| No filing history on record for this holder in this stock. | ||||||