News + Filings Holdings
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Perigon Wealth Management, LLC
> IWM
Date | Name | Ticker | Shares | Change | Value | Change | Price |
06/30/2023 | iSHARES TRUST | IWM | 50,877 | 50,877 | 9,527,886,000 | 9,527,886,000 | $187,272.95 |
12/31/2022 | iSHARES TRUST | IWM | 0 | -32,833 | 0 | -5,415,000 | |
09/30/2022 | iSHARES TRUST | IWM | 32,833 | 2,217 | 5,415,000 | 230,000 | $164.93 |
06/30/2022 | iSHARES TRUST | IWM | 30,616 | -3,733 | 5,185,000 | -1,866,000 | $169.36 |
03/31/2022 | iSHARES TRUST | IWM | 34,349 | -39 | 7,051,000 | -599,000 | $205.28 |
12/31/2021 | iSHARES TRUST | IWM | 34,388 | 5,456 | 7,650,000 | 1,321,000 | $222.46 |
09/30/2021 | iSHARES TRUST | IWM | 28,932 | -6,628 | 6,329,000 | -1,827,000 | $218.75 |
06/30/2021 | iSHARES TRUST | IWM | 35,560 | 1,276 | 8,156,000 | 581,000 | $229.36 |
03/31/2021 | iSHARES TRUST | IWM | 34,284 | 871 | 7,575,000 | 1,024,000 | $220.95 |
12/31/2020 | iSHARES TRUST | IWM | 33,413 | 246 | 6,551,000 | 1,583,000 | $196.06 |
09/30/2020 | iSHARES TRUST | IWM | 33,167 | -1,294 | 4,968,000 | 34,000 | $149.79 |
06/30/2020 | iSHARES TRUST | IWM | 34,461 | -1,003 | 4,934,000 | 546,000 | $143.18 |
03/31/2020 | iSHARES TRUST | IWM | 35,464 | 5,478 | 4,388,000 | -570,000 | $123.73 |
12/31/2019 | iSHARES TRUST | IWM | 29,986 | 151 | 4,958,000 | 441,000 | $165.34 |
09/30/2019 | iSHARES TRUST | IWM | 29,835 | -871 | 4,517,000 | -258,000 | $151.40 |
06/30/2019 | iSHARES TRUST | IWM | 30,706 | 30,706 | 4,775,000 | 4,775,000 | $155.51 |
03/31/2019 | iSHARES TRUST | IWM | 0 | -27,505 | 0 | -4,053,000 | |
12/31/2018 | iSHARES TRUST | IWM | 27,505 | 3,751 | 4,053,000 | 38,000 | $147.36 |
09/30/2018 | iSHARES TRUST | IWM | 23,754 | 6,668 | 4,015,000 | 1,217,000 | $169.02 |
06/30/2018 | iSHARES TRUST | IWM | 17,086 | 17,086 | 2,798,000 | 2,798,000 | $163.76 |
12/31/2017 | iSHARES TRUST | IWM | 0 | -13,711 | 0 | -2,032,000 | |
09/30/2017 | iSHARES TRUST | IWM | 13,711 | 430 | 2,032,000 | 160,000 | $148.20 |
06/30/2017 | iSHARES TRUST | IWM | 13,281 | 578 | 1,872,000 | 126,000 | $140.95 |
03/31/2017 | iSHARES TRUST | IWM | 12,703 | 200 | 1,746,000 | 12,000 | $137.45 |
12/31/2016 | iSHARES TRUST | IWM | 12,503 | 12,503 | 1,734,000 | 1,734,000 | $138.69 |
09/30/2011 | iSHARES TRUST | IWM | 32,833 | 32,833 | 5,415,000 | 5,415,000 | $164.93 |
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