Perigon Wealth Management, LLC Ishares Esg Advanced Msci Eafe Transaction History

Perigon Wealth Management, LLC

$3.97 Billion
Q4 2024

A detailed history of Perigon Wealth Management, LLC transactions in Ishares Esg Advanced Msci Eafe stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 21,968 shares of DMXF stock, worth $1.48 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

21,968

Previous 12,349 77.89%

Holding current value

$1.48 Million

Previous $889,000 59.62%

% of portfolio

0.04%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$64.62 - $71.43 $621,579 - $687,085	9,619 Added 77.89%	21,968 $1.42 Million
Q3 2024 Oct 16, 2024	BUY	$64.83 - $72.82 $229,174 - $257,418	3,535 Added 40.11%	12,349 $889,000
Q2 2024 Aug 02, 2024	BUY	$64.36 - $70.16 $247,142 - $269,414	3,840 Added 77.2%	8,814 $594,000
Q1 2024 Apr 29, 2024	BUY	$62.17 - $69.12 $52,409 - $58,268	843 Added 20.41%	4,974 $338,000
Q4 2023 Jan 29, 2024	SELL	$54.4 - $64.25 $6,364 - $7,517	-117 Reduced 2.75%	4,131 $263,000
Q3 2023 Oct 30, 2023	BUY	$56.74 - $62.52 $21,561 - $23,757	380 Added 9.82%	4,248 $242,000
Q2 2023 Aug 02, 2023	BUY	$59.18 - $61.93 $228,908 - $239,545	3,868 New	3,868 $235,000

Others Institutions Holding DMXF

# of Institutions

215

Shares Held

8.71M

Call Options Held

Put Options Held

View Full List

About ISHARES ESG ADVANCED MSCI EAFE

Ticker DMXF
Sector Technology

More about DMXF

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Perigon Wealth Management, LLC Ishares Esg Advanced Msci Eafe Transaction History