Perigon Wealth Management LLC boosted its stake in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 3.7% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 223,339 shares of the company’s stock after purchasing an additional 7,924 shares during the quarter. Perigon Wealth Management LLC’s holdings in iShares Core MSCI […]

Perigon Wealth Management LLC raised its stake in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 8.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 134,905 shares of the company’s stock after buying an additional 10,493 shares […]

Kendall Capital Management boosted its stake in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 89.7% during the 4th quarter, HoldingsChannel reports. The fund owned 11,000 shares of the company’s stock after purchasing an additional 5,200 shares during the period. Kendall Capital Management’s holdings in iShares Russell Mid-Cap ETF were worth $1,059,000 […]

Perigon Wealth Management LLC raised its holdings in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 4.2% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 194,448 shares of the exchange traded fund’s stock after purchasing an additional 7,830 shares during the quarter. […]

Perigon Wealth Management LLC reduced its stake in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 27.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 132,152 shares of the company’s stock after selling 50,193 […]

Perigon Wealth Management LLC cut its holdings in SPDR Portfolio Long Term Treasury ETF (NYSEARCA:SPTL – Free Report) by 13.2% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 518,601 shares of the company’s stock after selling 78,810 shares during the quarter. Perigon Wealth Management LLC’s holdings in SPDR Portfolio Long Term Treasury […]

Values Added Financial LLC boosted its position in shares of iShares ESG Advanced MSCI EAFE ETF (NASDAQ:DMXF – Free Report) by 7.8% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 95,967 shares of the company’s stock after buying an additional 6,927 shares during […]